DS
CFP
DS
CFP
Donald Sienkiewicz
2 Years of Experience
Holden, MA
1 Disclosure
Donald Sienkiewicz is a CFP-designated registered investment advisor at J.R. Prunier Capital Management LLC, based in Holden, MA, with 2 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 135 clients with $410M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
135 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$407.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
61 Boyden Rd., Suite 2, Holden, MA, 01520
Get directionsHistory
Regulatory History (1)
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Financial
July 2024Final
Employment History
Current Registrations
J.R. Prunier Capital Management LLC
January 2026 - Present · 4 mos
Previous Registrations
Professional Advisory Services INC
June 2024 - July 2025 · 1 yr 1 mo
Advocates Financial LLC
October 2022 - December 2023 · 1 yr 2 mos
State Registrations2 states
MANH
Advisor
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.