Donoghue Forlines LLC
Assets Under Management
$388.6M
Number of Clients
7
Number of Advisors
1
Average Client AUM
$55.5M
AUM per Advisor
$388.6M
Compensation
Fee-Only (AUM)
About This Firm
Donoghue Forlines LLC offers discretionary account management to individuals, corporations, and institutions, and serves as an investment adviser to mutual funds. They combine quantitative analysis and technical research to develop investment strategies, applying diversification and technical indicators. As of December 31, 2024, combined regulatory assets under management and advisement were $717 million.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are generally non-negotiable.
Fee Estimator
The annual advisory fee for discretionary managed accounts is generally 1.00% of assets under management. Fees are payable quarterly in arrears based on the average daily balance. Clients also pay custodian service fees and brokerage commissions. The minimum amount required to establish a managed account is generally $25,000 for dynamic asset allocation account portfolios and $50,000 for index portfolios. The company may accept accounts opened with less than the minimum amount at its discretion.
Areas of Practice
Location
125 High Street, Suite 220, Boston, MA, 02110