Catherine Kirchner is a registered investment advisor at Donalies Financial Planning, LLC, based in Colstrip, MT, with 1 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 135 clients with $200M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
All fees are negotiable. There is a minimum annual fee of $5,000. Financial planning is included with investment management.
Fee Estimator
Location
Colstrip, MT
Get directionsHistory
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 →Other Business Activities
Catherine is the owner of Uncommon Beef, LLC, a farm-to-table grass-fed beef business. She spends a few hours per week on this non-investment-related activity, outside of trading hours.
Employment History
Current Registrations
Donalies Financial Planning, LLC
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.