Michael Donohue
Michael Donohue is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1455 Frazee Rd. Ste 950, San Diego, CA, 92108
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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
Michael spends about 20% of his time on non-variable insurance through DB Wealth Management Group, LLC. He also works full-time as an Investment Advisor Representative (IAR) for D.B. Wealth Management Group, providing investment advisory services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Db Wealth Management Group, LLC
Donohue Wealth Management
LPL Financial LLC
Cigna Securities, INC.Broker
California OneBroker
First California Capital Markets Group, INC.Broker
First Imperial Investor Services, INC.Broker
J. T. Moran & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
Liberty Securities CorporationBroker
State Registrations13 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.