Timothy Donohue is a registered investment advisor at Gms Group, based in East Hanover, NJ, with 44 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 1 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is a flat 2% of the quarter-end market value of the managed portfolio. Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
120 Eagle Rock Ave, Suite 300, East Hanover, NJ, 07936
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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 Activities
Timothy is President and Director of GMS Group Holdings Corp, a holding company, and Manager of SMG Realty LLC, a real estate/healthcare facility affiliate of GMS. He dedicates minimal time to each role and receives no compensation.
Employment History
Current Registrations
Gms Group
Gms GroupBroker
Previous Registrations
Moore & Schley, Cameron & CO.Broker
Moore & Schley Municipals, INC.Broker
Bevill, Bresler & Schulman Securities INC.Broker
Austin Investment Planning, INC.Broker
Bevill, Bresler & Schulman IncorporatedBroker
State Registrations10 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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