Adam Donehue
Adam Donehue is a registered investment advisor at Key Investment Services LLC, based in Powell, OH, with 24 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 34,920 clients with $8.9B 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 $1.0M | 1.40% |
| $1M+ | 1.00% |
The schedule represents the maximum annual advisory fee charged by Key Investment Services. Investment manager or strategist fees are additional. The advisory fee portion is negotiable.
Fee Estimator
Location
Powell, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other Business Activities
Adam coaches for the Olentangy Youth Wrestling Organization, dedicating about 10-20% of his time. He earns $200 per month for this activity, which does not occur during trading hours.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Key Investment Services LLC
Previous Registrations
Fifth Third Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.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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