Helen Donahue is a CFA-designated registered investment advisor at Montag, based in Atlanta, GA, with 23 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 506 clients with $2.7B 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 $5.0M | 0.90% |
| $5M+ | 0.50% |
The minimum portfolio value is generally set at $3,000,000. The minimum annual fee for any account is $27,000. Montag may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where it deems it appropriate under the circumstances.
Fee Estimator
Location
200 Galleria Parkway, Suite 1450, Atlanta, GA, 30339
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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 →Other Business Activities
Helen is a member of the investment committee for Holy Innocents Episcopal School, a volunteer position she has held since 2014. She spends minimal time per month participating in meetings.
Employment History
Current Registrations
Montag
Previous Registrations
Montag & Caldwell, LLC
State Registrations2 states
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