William O'donnell is a registered investment advisor at Donal Fiduciaries, based in Sout Boston, MA, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 6 clients with $3M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$3.0M
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Location
546 East Broadway, Ground Floor, Sout Boston, MA, 02127
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Donal Fiduciaries
June 2018 - Present · 7 yrs 11 mos
State Registrations1 state
MA
Advisor
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.