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Andrew James Donahue

29 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
69 advisors
Number of Clients
4,509 clients
Average Client Portfolio
$686K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:From $500

Moors & Cabot charges management fees based on either a flat percentage or a tiered fee rate schedule applied to the total account value. The specific fee is negotiable, with a minimum rate of 0.5% and a maximum of 1.5%, unless approved by senior management. They also offer financial planning services with fees typically exceeding $500, based on fixed or hourly rates negotiated with the advisor. Fees may be offset by commissions received from implementing planning recommendations.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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Advisor Information

Office location

One Federal Street, 19th Floor, Boston, MA, 02110

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1998
Denied
Other Business Activities

Andrew owns a rental property. This activity does not interfere with his duties at Measured Wealth Private Client Group, LLC and occurs outside of regular business hours.

Employment History
Current Registrations
Moors & Cabot, INC. Broker
October 2023 - Present · 2 yrs 3 mos
Moors & Cabot, INC
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Measured Wealth Private Client Group, LLC
March 2022 - August 2023 · 1 yr 5 mos
Boston Private Wealth
April 2015 - October 2019 · 4 yrs 6 mos
Sei Investments Management CORP
October 2007 - October 2014 · 7 yrs
Sei Investments Distribution CO.Broker
August 2001 - December 2004 · 3 yrs 4 mos
Salomon Smith Barney INC. Broker
October 1997 - July 2001 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 1990 - October 1997 · 7 yrs 1 mo
First Investors CorporationBroker
January 1990 - February 1990 · 1 mo
State Registrations26 states
ALAZCACOCTFLGAHIIDILMAMENCNHNJNYOHPAPRRISCTXUTVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew James Donahue - Financial Advisor | AdvisorDiscover