John Donohue
John Donohue is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in East Syracuse, NY, with 41 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
5760 Commons Park Drive, East Syracuse, NY, 13057
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2009Customer Dispute
May 2008Customer Dispute
April 2005Customer Dispute
February 1996Other 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
Commonwealth Financial NetworkBroker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.