Thomas Donahue
Thomas Donahue is a registered investment advisor at Osaic Wealth, INC., based in Marietta, NY, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Marietta, NY
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Regulatory History (2)
Customer Dispute
May 2020Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Thomas is an insurance agent with Thomas P Donahue and Associates, LLC, offering accident/health, disability, fixed annuities, and traditional life insurance since 1997, dedicating full-time hours. He is also a board member for a not-for-profit organization and owns rental property, requiring minimal time commitments.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations8 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.