Kristen Donovan
Kristen Donovan is a registered investment advisor at Focus Partners Advisor Solutions, LLC, based in St. Louis, MO, with 15 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33,281 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weatherstone Capital Management charges a percentage of your portfolio value on a quarterly basis. The fees are negotiable. Here's a breakdown of the annual fees:
- Tactical Programs at Axos & Schwab
- $1,000,000 and under: 1.95% (Short-Term Bond: 1.00%)
- $1,000,001 and over: Negotiable
- Bond & Equity Programs at Variable Annuities
- $1,000,000 and under: 2.00%
- $1,000,001 and over: Negotiable
- Strategic-Active & Tactical Foundation Programs at Axos & Schwab
- $1,000,000 and under: 1.75%
- $1,000,001 and over: Negotiable
- Strategic-Passive Programs at Axos & Schwab
- $1,000,000 and under: 1.30%
- $1,000,001 and over: Negotiable
- Custom Programs at all custodians: Up to 2.50%
The above fees include and presume fees to Referring Advisors of 1.00% with the exception of .70% for Tactical Short-Term Bond.
Location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
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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
Kristen is an advisory board member for Fidelity, focusing on retirement planning since 2021. She dedicates minimal time to this role, attending two events each year.
Employment History
Current Registrations
Focus Partners Advisor Solutions, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Acropolis Investment Management, L.L.C.
State Registrations1 state
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