Andrew Donoghue
Andrew Donoghue is a registered investment advisor at Amd Wealth Management LLC, based in Branchburg, NJ, with 1 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1M+ | 0.75% |
Fees are negotiable. Financial planning is included at no additional fee for investment management clients.
Fee Estimator
Location
971 Us Highway 202N Ste R, Branchburg, NJ, 08876
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 ActivitiesSells Insurance
Andrew works as a non-selling registered assistant for Cambridge Financial Group, LLC, assisting with insurance and investment business. This takes a few hours per week.
Employment History
Current Registrations
Amd Wealth Management LLC
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
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.
Exams
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