Patrick Donohue is a registered investment advisor at Vanquour LLC, based in New York, NY, with 44 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 27 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vanquour's investment management fee is based on the value of your investments and is charged quarterly, in advance. The fee can be up to 1.50% per year, depending on the complexity of your situation and the amount you invest. Fees may be negotiable. If Vanquour recommends using independent investment managers, you'll pay their fees in addition to Vanquour's, potentially exceeding 2.00% annually. Vanquour does not receive additional compensation from the independent managers.
Location
3 World Trade Center, 38th Floor, 175 Greenwich Street, New York, NY, 10007
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Regulatory History (11)
Financial
January 2021Employment Separation After Allegations
December 2018Judgment / Lien
October 2018Judgment / Lien
March 2018Customer Dispute
July 2017Customer Dispute
June 2009Customer Dispute
May 2002Customer Dispute
August 1998Customer Dispute
August 1997Customer Dispute
February 1996Customer Dispute
October 1991Other Business ActivitiesSells Insurance
Patrick is a licensed insurance professional at the same address as his advisory business. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Vanquour LLC
Previous Registrations
Aegis Capital CORP.Broker
Aegis Capital CORP.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.