Katherine Donaldson is a CFP-designated registered investment advisor at Doyenne Wealth Advisors, based in Chicago, IL, with 22 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 132 clients with $1.8B 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 $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable for amounts over $100 million. Legacy clients, related party clients and corporate executive program clients may have lower fees and fees not calculated using the same base fee schedule and factors as described above. Doyenne often consolidates assets for accounts under the same client household for billing purposes depending on factors, including but not limited to, asset and service levels. Legacy clients are subject to a lower minimum annual fee.
Fee Estimator
Location
227 W Monroe Street, Suite 4650, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Doyenne Wealth Advisors
Previous Registrations
Brownson, Rehmus & Foxworth, INC.
State Registrations2 states
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