Andrew Donoghue is a CFP-designated registered investment advisor at Upkeep Financial, based in New York, NY, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K+ | 0.50% |
Fees are negotiable. An additional fee of 0.25% will be charged when an Outside Manager is used.
Fee Estimator
Location
2 Gold St, Apt 4106, New York, NY, 10038
Get directionsHistory
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
Andrew owns Upside Tax LLC, a public accounting firm. He may refer clients between Upkeep Financial and Upside Tax LLC, but will not receive compensation for these referrals.
Employment History
Current Registrations
Upkeep Financial
State Registrations1 state
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.