Matthew Donohue
Matthew Donohue is a CFA, CFP-designated registered investment advisor at Colton Groome Financial Advisors, LLC, based in Asheville, NC, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 362 clients with $720M 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 | 0.99% |
| $1.0M - $2.5M | 0.87% |
| $2.5M - $5.0M | 0.76% |
| $5.0M - $7.5M | 0.56% |
| $7.5M - $10.0M | 0.46% |
| $10M+ | 0.31% |
Fees are individually negotiated. Cash management accounts may be billed at a flat annual fee of 0.50% or lower tiered rates. Third-party manager fees are added separately when applicable.
Fee Estimator
Location
1127-B Hendersonville Road, Asheville, NC, 28803
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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 →Employment History
Current Registrations
Colton Groome Financial Advisors, LLC
Previous Registrations
Valmark Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, 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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