Donna Cates is a registered investment advisor at The Wealth Boutique, based in Chester, NJ, with 25 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 287 clients with $94M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fee Estimator
Location
245 Main Street, Suite 205, Chester, NJ, 07930
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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 is an owner and mediator at Navigating Divorce, providing divorce financial mediation and consulting services since November 2021. She is also an insurance agent for multiple carriers since November 2022, dedicating a few hours per week to this activity.
Employment History
Current Registrations
The Wealth Boutique
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations1 state
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