Robert Donnell is a CFP-designated registered investment advisor at Southbridge Advisors, LLC, based in Marieta, GA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 223 clients with $350M 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 $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.00% |
The management fee is negotiable. When Southbridge Advisors uses the services of an Institutional Strategist, the above fees are separate and distinct from any platform fee and the Institutional Strategist’s management fee. The maximum Market Model Center annual platform fee is 0.75%. The Institutional Strategist’s fee is included in the platform fee.
Fee Estimator
Location
533 Johnson Ferry Road, Suite 200, Marieta, GA, 30068
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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 Activities
Robert has a referral arrangement with McMillian & Associates for state and federal tax credits, dedicating minimal time. He is also a partner at Teton Capital Advisors, tracking business expenses, which also takes minimal time.
Employment History
Current Registrations
Southbridge Advisors, LLC
Previous Registrations
Southbridge
Wealth and Pension Services Group INC.
Triad Advisors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.