KD
KD

Kaitlyn Domoracki

4 Years of Experience
Manchester, MA
Broker

Kaitlyn Domoracki is a registered investment advisor at Allspring Funds Management, LLC, based in Manchester, MA, with 4 years of industry experience. Kaitlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
86 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.

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Location

Manchester, MA

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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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Employment History
Current Registrations
Allspring Funds Management, LLC
May 2024 - Present · 2 yrs 2 mos
Allspring Funds Distributor, LLC
April 2024 - Present · 2 yrs 3 mos
Allspring Funds Distributor, LLCBroker
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Eaton Vance Management
July 2021 - August 2023 · 2 yrs 1 mo
Eaton Vance Distributors, INC.Broker
March 2021 - August 2023 · 2 yrs 5 mos
State Registrations1 state
MA
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.
Kaitlyn Domoracki - Financial Advisor | TrueAdvisor