Allison Donaldson is a CFP-designated registered investment advisor at Htg Investment Advisors INC, based in New Canaan, CT, with 11 years of industry experience. Allison 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 5 more. Their firm serves 377 clients with $1.1B 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 $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
In addition to a percentage of assets, there is a fixed fee of $3,000 per year. Fees negotiable for accounts larger than $20 million.
Fee Estimator
Contact
Allison Donaldson
Location
50 Locust Avenue, New Canaan, CT, 06840
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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 →Employment History
Current Registrations
Htg Investment Advisors INC
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.
Exams
Additional Information
Allison has an MBA in Finance from NYU’s Stern School of Business and a BA from Hamilton College. She received her CERTIFIED FINANCIAL PLANNER™ designation in 2019. Prior to joining HTG in 2013, she worked at NeubergerBerman, helping institutional clients understand their investments and build diversified portfolios.