Advisor at Zacks Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Zacks Investment Management, Inc.
Location
Canton, MA
Credentials
Series 63, Series 65
Industry experience
4 years
Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.
Based on Zacks Investment Management, Inc.
Based on Zacks Investment Management, Inc.
$0 - $500,000: 1.80% $500,000 - $1,000,000: 1.65% $1,000,000 - $1,500,000: 1.50% $1,500,000 - $2,000,000: 1.45% $2,000,000 - $2,500,000: 1.35% $2,500,000 - $3,000,000: 1.30% $3,000,000 - $3,500,000: 1.25% $3,500,000 - $4,000,000: 1.20% $4,000,000 - $4,500,000: 1.15% $4,500,000 - $5,000,000: 1.10% $5,000,000 - $10,000,000: 1.05% $10,000,000+: 1.00%
20% of total return above high-water mark quarterly for alternative investments; up to 20% of total return annually for qualified clients
Account minimum: $500,000 for Wealth Management Program and individual fixed-income securities accounts; $5,000 for Zacks Advantage program; $1,100,000 for clients paying performance-based fees (or $2.2 million net worth) Minimum fee: $495 per client account for Folio accounts over $50,000; $295 per client account for Folio accounts between $20,000 and $50,000; $0 under $20,000 Fee-only: Fees negotiated on a case-by-case basis for Index Services; $0.70% to 0.35% annual fees for Zacks Advantage based on asset levels
Canton, MA
Massachusetts
LBMZ Securities, Inc.
2023 - Present (3 years)
Zacks Investment Management
2021 - Present (5 years)
Envestnet
2013 - 2021 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
PFS™, Series 65
Millis, MA
MOK Financial Planning & Tax, Inc.
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
Series 65
Newton Upper Falls, MA
Fabco Investment Advisors, LLC
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