TrueAdvisor
TrueAdvisor
JD
CFP · ChFC
JD
CFP · ChFC

John Donohue

Commonwealth Financial Network
42 Years of Experience
East Syracuse, NY
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

John Donohue is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in East Syracuse, NY, with 42 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5760 Commons Park Drive, East Syracuse, NY, 13057

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2009
Denied
Customer Dispute
May 2008
Denied
Customer Dispute
April 2005
Denied
Customer Dispute
February 1996
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is the President and Owner of Insight Wealth Management, Inc. and a Partner and Part Owner of Diversified Wealth Strategies, LLC and DKKZ, LLC. He also conducts fixed insurance sales under Diversified Wealth Strategies.

Employment History
Current Registrations
Commonwealth Financial Network
October 2014 - Present · 12 yrs
Commonwealth Financial NetworkBroker
November 2008 - Present · 17 yrs 11 mos
Previous Registrations
AXA Advisors, LLCBroker
July 1985 - December 2008 · 23 yrs 5 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1985 - January 2000 · 14 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1981 - October 1982 · 1 yr 2 mos
State Registrations9 states
FLGAINNCNJNYOHPATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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