AMD Wealth Management provides continuous investment portfolio management and personalized financial planning services to individuals and high net worth individuals. Founded in 2025 and based in New Jersey, AMD Wealth Management is led by Andrew Donoghue. The firm creates customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, adhering to each client's specific goals, risk tolerance, and tax considerations. In addition to investment management, AMD Wealth Management offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow and debt management, business consulting, employee benefits, insurance, college savings, and risk management. Financial planning is available on an ongoing basis or as a project-based, one-time engagement. AMD Wealth Management does not have a minimum account size requirement to open or maintain an account.
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.