Carole Donohoo
Carole Donohoo is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 43 years of industry experience. Carole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
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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
Carole spends the majority of her time at Retirement Plan Design, offering fee-based and commission-based investments. She also owns Leigh Enterprises (income tax preparation, book publisher and author), Donohoo Financial Group (selling various insurance products), and works as a real estate broker, while dedicating minimal time as a notary.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
American Portfolios Financial Services, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Comprehensive Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.
Comprehensive Asset Management and Servicing, INC.Broker
Intersecurities, INC.Broker
Nationwide Investment Services CorporationBroker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, 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.