Donna Teets is a registered investment advisor at Almanack Investment Partners, based in Wayne, PA, with 24 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 409 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Almanack Investment Partners charges a percentage of your portfolio annually for investment management. The specific rate depends on your advisor's fee schedule. A minimum of $100,000 is typically required to use investment advisory services, but this may be waived. Almanack may also recommend investments in affiliated private funds.
Location
656 E Swedesford Road, Suite 301, Wayne, PA, 19087
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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.
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Donna works as an independent contractor for McCormick Consumer Testing, participating in their consumer testing program since 2006. She spends minimal time on this activity, completing questionnaires after tasting products.
Employment History
Current Registrations
Almanack Investment Partners
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Almanack Investment Partners
Cetera Advisor Networks LLCBroker
United Capital Financial Advisers
Girard Securities, INC.Broker
Psa Financial Advisors INC
Psa Equities, INC.Broker
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.