O’Donoghue Insurance Agency is not an advisory firm. It refers clients to Michele O’Connor at Morgan Stanley for advisory services. O’Donoghue Insurance Agency receives 20% of the investment advisory fee that Morgan Stanley charges the client. This 20% is non-negotiable and is paid on a quarterly basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...