Andrew Donahue is a registered investment advisor at Moors & Cabot, INC, based in Boston, MA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,074 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moors & Cabot charges an annual fee based on a percentage of your portfolio, billed quarterly. The exact percentage is negotiable and depends on factors like account size and complexity. The minimum fee rate is 0.5% and the maximum is 1.5%, unless approved by senior management. Moors & Cabot may aggregate multiple accounts to determine fee breakpoints. They also offer an "Advice Only" service for assets held elsewhere, billed quarterly in advance.
Location
One Federal Street, 19th Floor, Boston, MA, 02110
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Regulatory History (1)
Customer Dispute
August 1998Other 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
Moors & Cabot, INC
Previous Registrations
Measured Wealth Private Client Group, LLC
Boston Private Wealth
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations26 states
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.