David Donahue
David Donahue is a registered investment advisor at Eagleclaw Capital Management LLC, based in Boston, MA, with 53 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 313 clients with $800M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may vary depending on client circumstances.
Fee Estimator
Location
111 Devonshire Street, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other 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.
Employment History
Current Registrations
Eagleclaw Capital Management LLC
Moors & Cabot, INC.Broker
Previous Registrations
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
White, Weld & CO. IncorporatedBroker
White, Weld & CO., IncorporatedBroker
State Registrations30 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.