Michael Donoghue is a CFA-designated registered investment advisor at One Wealth Capital Management, LLC, based in Scottsdale, AZ. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 261 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth Management charges an annual fee based on a percentage of the assets they manage. The exact fee is agreed upon in advance and may be negotiable. The fee is billed monthly based on the average daily balance of your account. One Wealth may use third-party investment advisors, and the total fee, including the third-party advisor's fee, will not exceed 2.00%.
Location
4900 North Scottsdale Road, Suite 4900, Scottsdale, AZ, 85251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
One Wealth Capital Management, LLC
State Registrations3 states
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