Priscilla Birt is a CFP-designated registered investment advisor at Donaldson Capital Management LLC, based in Knoxville, TN, with 8 years of industry experience. Priscilla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,838 clients with $3.5B 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 $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.88% |
| $3.5M - $6.5M | 0.75% |
| $6.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10M are negotiable. A household minimum annual fee of $4,500 applies.
Fee Estimator
Location
Knoxville, TN
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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
Donaldson Capital Management LLC
Previous Registrations
The Mather Group, LLC
Resource Advisory Services, INC.
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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