Megan Donnelly is a CFP, ChFC-designated registered investment advisor at Quabbin Advisors, based in Amherst, MA, with 14 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 44 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Standard advisory fee is 0.15% of investable assets (minimum fee of $750) held at Schwab. Otherwise, the fee is 0.25% of investable assets with a minimum fee of $1,250. The annual fees may be negotiable and are pro-rated and paid in arrears on a quarterly basis.
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Location
447 West Street, Amherst, MA, 01002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Quabbin Advisors
State Registrations4 states
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