Lauralee Donnelly is a registered investment advisor at 9d Capital LLC, based in New York, NY, with 12 years of industry experience. Lauralee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 7 clients with $9.6M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable and may vary from the schedule above to reflect circumstances that may apply to a specific client or account.
Fee Estimator
Location
244 5th Ave Ste 1211, New York, NY, 10001
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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
Lauralee owns Lauralee Donnelly LLC, a consulting business that provides financial coaching. She spends a few hours per week on this activity.
Employment History
Current Registrations
9d Capital LLC
Previous Registrations
Capital Trust and Associates LLC
State Registrations1 state
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