Jeffrey Donohue
Jeffrey Donohue is a registered investment advisor at Great Valley Advisor Group, LLC, based in Doylestown, PA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
165 W. Ashland St., Doylestown, PA, 18901
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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 ActivitiesSells Insurance
Jeffrey sells health, life, disability, and fixed annuities as a sole proprietor, dedicating minimal time to this activity. He is also an Investment Advisor Representative for Great Valley Advisor Group, Inc. and operates Doylestown Wealth Management as a DBA for his LPL business.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Sii Investments, INC.Broker
Capital Brokerage CorporationBroker
State Registrations22 states
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