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Alicia Donahue

Advisor at Nashua Capital Management LLC

Updated today
Nashua Capital Management LLC logo

Firm

Nashua Capital Management LLC

Location

Nashua, NH 03063

Credentials

Series 65

Industry experience

13 years

About

Alicia Donahue is the sole advisor at Nashua Capital Management LLC, an independent firm based in Nashua, NH. She holds a Series 65 designation and has 13 years of industry experience, having led her firm since 2012. Nashua Capital Management provides discretionary portfolio management and incidental financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach focused on dividend-paying growth and value companies, supplemented by ETFs, mutual funds, and fixed income for diversification.

Client services

Based on Nashua Capital Management LLC

Financial planning Portfolio management

Expertise

Based on Nashua Capital Management LLC

Wealth management Passive / index investing General retirement planning

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.25% annually

Other

Account minimum: $1,000,000 Fee-only: Investment advisory fees based on assets under management; fee-only advisory firm with no commissions.

Location

20 Trafalgar Square, Suite 439

Nashua, NH 03063

Most active in

New Hampshire

Work history

Nashua Capital Management

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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