Donal Fiduciaries
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Donal Fiduciaries provides ongoing investment advisory services to individuals, trusts and institutional clients, including pension plans and endowments, and also offers project‑based and hourly consulting engagements. The firm accepts written client guidelines for bespoke relationships and generally delivers recommendations that clients can implement themselves.
The adviser employs a three‑part process that blends strategic asset allocation, macroeconomic/top‑down and technical analysis with fundamental security selection, using mutual funds, ETFs and individual marketable securities; it does not rely on prepackaged model portfolios and researches options for each client. Reviews are conducted at least annually, with rebalancing recommendations when tolerance ranges are breached, and trading is typically implemented on a non‑discretionary basis with client approval.
What is distinctive for this small independent advisor is the combination of serving institutional mandates while operating primarily in a non‑discretionary, consultative model and offering standalone portfolio reviews and hourly consulting. The firm also follows the CFA Institute Code of Ethics, discloses no soft‑dollar or wrap‑fee participation, and focuses on customized, individually researched client portfolios rather than standardized solutions.
Client services
Expertise
Fee options
Project consulting fees generally range from $1,000 to $10,000
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.70% $3,000,000 - $5,000,000: 0.35% $5,000,000+: negotiated fee
$225 per hour
Account minimum: $50,000 Minimum fee: $1,500 annually ($125 per month or $375 quarterly) or 3.0% of assets, whichever is less Fee-only: Investment advisory fees based on asset tiers; project consulting and hourly fees available
Main office
546 East Broadway, Ground Floor
Sout Boston MA 02127
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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