Lauralee Donnelly is a registered investment advisor at 9d Capital LLC, based in Forest Hills, 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 Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 6 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and depend on client circumstances, up to a maximum of 2.00% annually. Eligible clients may also elect a performance-based fee of 20% of capital appreciation above a high-water mark.
Fee Estimator
Location
Forest Hills, NY
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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.
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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
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
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