Michael Donahue is a registered investment advisor at RBC Capital Markets, LLC, based in Toledo, OH, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
7150 Granite Circle, Suite 203, Toledo, OH, 43617
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a limited partner in Gray Harbor LLC, which invests in rental properties, and CMF Capital, which invests in residential and commercial properties. He dedicates minimal time to each of these activities and has no management responsibilities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Everen Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations41 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.