William Donohue is a CFP-designated registered investment advisor at Fit Wealth Management, based in Centennial, CO, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 214 clients with $150M 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 | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.85% |
Fees for assets over $4,000,000 are negotiated on an individual basis. Some legacy clients are billed in arrears.
Fee Estimator
Location
6341 S. Troy Circle Unit E, Centennial, CO, 80111
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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
William is a member of Kalmus View Investors, LLC since 2008, dedicating minimal time. He also owns rental property since 2008, spending minimal time on it.
Employment History
Current Registrations
Fit Wealth Management
Previous Registrations
Ivy Distributors, INC.Broker
Waddell & ReedBroker
Oppenheimerfunds Distributor, INC.Broker
Dickinson & CO.Broker
State Registrations2 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.
Exams
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