Anthony Donnelly is a CFA, CFP-designated registered investment advisor at Atlas Sustainable Wealth, LLC, based in Baltimore, MD, with 13 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable. Maximum fee rate is 2.00%.
Fee Estimator
Location
Baltimore, MD
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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 →Employment History
Current Registrations
Atlas Sustainable Wealth, LLC
Previous Registrations
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Aepg Wealth Strategies
State Registrations1 state
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