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Donna Mcgill

Atcap Partners, LLC
11 Years of Experience
Marlton, NJ
BrokerSells Insurance
View SEC Summary
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Donna Mcgill is a registered investment advisor at Atcap Partners, LLC, based in Marlton, NJ, with 11 years of industry experience. Donna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 349 clients with $200M in assets under management.

Atcap Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
349 clients
Average Client Portfolio
$560K average
Assets Under Management
$195.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $1.0M2.50%
$1M+2.00%

Fees are negotiable. Maximum annual fee ranges from 1.75% to 2.75% depending on account value and whether transaction fees are paid by the client or the investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Marlton, NJ

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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.

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Other Business ActivitiesSells Insurance

Donna is a life insurance agent selling life insurance and fixed annuities through Critical Math Partners LLC, dedicating about a quarter of her time. She also works as a seasonal tax preparer for Edward Forker, LLC, also dedicating about a quarter of her time, and is an Investment Advisor Representative with AtCap Partners, spending nearly full-time hours providing financial advice and investing.

Employment History
Current Registrations
Atcap Partners, LLC
April 2017 - Present · 9 yrs 6 mos
Ceros Financial Services, INC.Broker
August 2016 - Present · 10 yrs 2 mos
Ceros Financial Services, INC.
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Critical Math Advisors LLC
February 2016 - March 2017 · 1 yr 1 mo
The Investment Center, INC.Broker
July 2015 - August 2016 · 1 yr 1 mo
State Registrations3 states
FLNJPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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