Matthew Donovan
Matthew Donovan is a registered investment advisor at Whitetail Wealth Management, based in Hardwick, NJ, with 40 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Hardwick, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2006Other Business ActivitiesSells Insurance
Matthew is an insurance agent selling fixed insurance products through Whitetail Wealth Management LLC since May 2022. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Whitetail Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
TradingblockBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Edward Jones
Edward JonesBroker
LPL Financial Corporation
LPL Financial CorporationBroker
PNC Investments
PNC InvestmentsBroker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
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.