Donna Clemente
Donna Clemente is a registered investment advisor at M Holdings Securities, INC., based in Uniondale, NY, with 29 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
725 Rxr Plaza - East Tower, Uniondale, NY, 11556
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donna co-manages life insurance activities and retirement plan services as an executive with USI Consulting Group, taking nearly full-time hours. She also leads the life insurance business at Chertoff Diamond & Co. for a few hours per week, and serves as a board member for the Art League of Long Island for minimal time.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations19 states
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