Kate Mcchesney Donnelly

CFP

Lnw

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Lnw

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

567 clients

Average Client Portfolio

$8.0M average

Assets Under Management

$4.5B

Fee Structure

Minimum Investment:$10M

Financial Planning:Included in AUM fee

Location

801 Second Avenue, Suite 1600, Seattle, WA, 98104-1564

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Lnw

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Threshold Group, LLC

September 2014 - December 2017 · 3 yrs 3 mos

Laird Norton Wealth Management

January 2009 - August 2013 · 4 yrs 7 mos

Jay D. Kaiser, Senior Advisor, INC.

May 2002 - April 2003 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.