MD
MD
Michael Donahue
37 Years of Experience
East Aurora, NY
2 DisclosuresBroker
Michael Donahue is a registered investment advisor at Key Investment Services LLC, based in East Aurora, NY, with 37 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
55 Douglas Lane, East Aurora, NY, 14052
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2010Denied
Customer Dispute
September 2001Award / Judgment
Employment History
Current Registrations
Key Investment Services LLC
March 2021 - Present · 5 yrs 2 mos
Key Investment Services LLCBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Key Investment Services LLC
July 2012 - July 2012 · 0 mos
Hsbc Securities (USA) INC.
May 2007 - July 2012 · 5 yrs 2 mos
Hsbc Securities (USA) INC.Broker
January 2005 - July 2012 · 7 yrs 6 mos
Hsbc Brokerage (USA) INC.Broker
September 2004 - January 2005 · 4 mos
Charles Schwab & CO., INC.Broker
May 1998 - September 2004 · 6 yrs 4 mos
Josephthal & CO., INC.Broker
April 1994 - April 1998 · 4 yrs
Mathews, Holmquist & Associates, INC.Broker
June 1992 - April 1994 · 1 yr 10 mos
J. W. Gant & Associates, INC.Broker
April 1991 - June 1992 · 1 yr 2 mos
American Express Financial Advisors INC.Broker
December 1990 - March 1991 · 3 mos
Ids Life Insurance CompanyBroker
December 1990 - March 1991 · 3 mos
J. W. Gant & Associates, INC.Broker
January 1989 - December 1990 · 1 yr 11 mos
Power Securities CorporationBroker
October 1988 - January 1989 · 3 mos
State Registrations19 states
AZCAFLILMAMDMINCNHNJNMNYOHPASCTNTXUTVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.