Bernard Donohue is a PFS-designated registered investment advisor at Financial Transparency, based in Greensboro, NC, with 25 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 233 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Transparency offers three investment management programs with fees that are negotiated with your advisor, but will not exceed the following:
- Let's Get Started: Not to exceed 1.00% of your portfolio per year.
- Managed Investment Portfolios: Not to exceed 1.75% of your portfolio per year. Minimum investment of $25,000.
- Customized Managed Accounts: Not to exceed 2.15% of your portfolio per year. Minimum investment of $150,000.
Location
Greensboro, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bernard owns two businesses: a CPA firm providing auditing, accounting, tax, and business consulting services, taking nearly full-time hours; and Donohue Consulting Group, Inc., a financial services firm where he manages and services clients.
Employment History
Current Registrations
Financial Transparency
Previous Registrations
Cssc Brokerage Services, INC.Broker
Trustee Empowerment & Protection, INC.
Mutual Service CorporationBroker
New England SecuritiesBroker
State Registrations1 state
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.