Donna Mcgill is a registered investment advisor at Atcap Partners, LLC, based in Marlton, NJ, with 10 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $63M 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 $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. No transaction fees. Transaction fees may be paid by the client, resulting in a lower AUM fee.
Fee Estimator
Location
Marlton, NJ
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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 ActivitiesSells Insurance
Donna is a life insurance agent selling life insurance and fixed annuities through Critical Math Partners LLC, dedicating about a quarter of her time. She also works as a seasonal tax preparer for Edward Forker, LLC, also dedicating about a quarter of her time, and is an Investment Advisor Representative with AtCap Partners, spending nearly full-time hours providing financial advice and investing.
Employment History
Current Registrations
Atcap Partners, LLC
Ceros Financial Services, INC.Broker
Ceros Financial Services, INC.
Previous Registrations
Critical Math Advisors LLC
The Investment Center, INC.Broker
State Registrations3 states
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.