O’Donoghue Insurance Agency operates primarily as an insurance agency rather than an investment advisory firm. Instead of managing money or providing direct financial planning services, O’Donoghue Insurance Agency acts as a solicitor that refers clients to a financial advisor at Morgan Stanley. O’Donoghue Insurance Agency does not offer investment portfolios, discretionary trading, or periodic reviews of client accounts. For making these referrals, O’Donoghue Insurance Agency receives a percentage of the advisory fees charged by Morgan Stanley. The firm spends the vast majority of its business time on property and casualty insurance services.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.