David Donahue
David Donahue is a registered investment advisor at Eagleclaw Capital Management LLC, based in Boston, MA, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 313 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may vary depending on client circumstances.
Fee Estimator
Location
111 Devonshire Street, Boston, MA, 02109
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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 Activities
David is a partner at Eagelclaw Capital Mgt, providing investment advisory services. He also serves as a co-trustee for the Theodore Edson Parker Foundation, manager of Donahue Family Realty LLC, and trustee for Eagleclaw clients, dedicating minimal time to these activities.
Employment History
Current Registrations
Eagleclaw Capital Management LLC
Moors & Cabot, INC.Broker
Previous Registrations
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
State Registrations31 states
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