David Warren Donahue

Eagleclaw Capital Management LLC

52 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth

Eagleclaw Capital Management LLC

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

290 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$665.6M

Fee Structure

Minimum Investment:$350K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.25%
$2.0M - $5.0M	1.00%
$5.0M - $10.0M	0.75%
$10M+	0.50%

Fees may vary based on client circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

111 Devonshire Street, Boston, MA, 02109

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2004

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

David is a partner at Eagleclaw Capital Management, providing investment advisory services. He also serves as a trustee for the Winchester Scholarship Fund without compensation.