Lynda Mcfeeley is a registered investment advisor at Drexel Morgan & CO., based in Radnor, PA, with 29 years of industry experience. Lynda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10 million.
Fee Estimator
Location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Drexel Morgan & CO.
Previous Registrations
Haverford Trust Securities, INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations1 state
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