Petru Donisanu is a registered investment advisor at Franklin Madison Private Wealth, based in Pittsburgh, PA, with 6 years of industry experience. Petru operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 21 clients with $25M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
6425 Living Place,, Suite 200, Pittsburgh, PA, 15206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Franklin Madison Private Wealth
State Registrations2 states
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