Donoghue Forlines is a fee-based investment advisory firm offering portfolio management services. They develop model portfolios using quantitative analysis and technical research, aiming to reduce risk and improve returns. They manage investments in exchange-traded securities, investment companies, and cash equivalents. They also provide model portfolios to other financial advisors.
Assets Under Management$390M
Clients7
Advisors1
Avg. per Client$56M
Avg. per Advisor$390M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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