Michael
Donahoe
Harvest Asset Group, LLC
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About this Advisor
Michael Donahoe is a certified financial planner who works in Portland, Maine with a total of 11 years of relevant experience. Donahoe is currently employed by Harvest Asset Group, LLC. Their career trajectory has included roles at Harvest Asset Group, LLC and On Course Financial Group, LLC. Donahoe maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Maine and Texas. Harvest Asset Group, LLC is a business based out of Portland, ME. It handles $107 million in assets among its 311 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 311 client accounts, 47% are held by high-net-worth investors who have at least $1 million in assets available to invest. Harvest Asset Group, LLC performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules are based on the financial services. However, fee types billed by Harvest Asset Group, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harvest Asset Group, LLC Brokerage Details
$107,250,131
2
311
$344,856
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Donahoe Work History
Michael has been registered as a financial advisor for 11 years.*
Harvest Asset Group, LLC
On Course Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Donahoe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harvest Asset Group, LLC
Charlestown, SC
Portland, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
