FM
CFA
FM
CFA

Francis Mcdonnell

1 Year of Experience
1 Disclosure

Francis Mcdonnell is a CFA-designated registered investment advisor at Government Portfolio Advisors LLC, based in Portland, OR, with 1 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 73 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
73 clients
Average Client Portfolio
$480.6M average
Assets Under Management
$35.1B

Fee Structure

Investment management only (planning not offered)

GPA typically charges high net worth clients a fee based on the value of their investments, generally ranging from 0.20% to 0.50% per year. Some clients may pay more or less depending on factors like the account size, services provided, and total assets managed for related clients. Fees may be adjusted annually and are specified in the client's contract.

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Location

6650 SW Redwood Lane, Suite 315, Portland, OR, 97224

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History

Regulatory History (1)
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Financial
February 2019
Final
Employment History
Current Registrations
Government Portfolio Advisors LLC
November 2024 - Present · 1 yr 5 mos
State Registrations6 states
CANMORTXUTWA
Advisor

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.

Exams
No exam information available for this advisor.