Joseph Mcdonnell is a CFP, PFS-designated registered investment advisor at Mcdonnell Capital Management, based in Frankfort, IL, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 159 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $7.5M | 0.85% |
| $7.5M+ | 0.75% |
Fees may be negotiable. In certain situations that require more complexity from an administrative standpoint (e.g. multiple trusts, varying monthly distributions, etc.) and/or investment management standpoint (e.g. alternative investments) we charge a different fee, that in some situations is higher, than what is described in the standard ranges above. Some clients are charged a fee that is lower than the standard ranges above.
Fee Estimator
Location
19550 S Harlem Avenue, Suite 3, Frankfort, IL, 60423
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is the school treasurer for Trustees of Schools, managing financial activities for school districts within township boundaries, which takes nearly full-time. He also owns Joseph J. McDonnell CPA, providing accounting and tax preparation services for a few hours per week, and is treasurer and a board of trustees member for two school-related organizations, each requiring minimal time.
Employment History
Current Registrations
Mcdonnell Capital Management
Previous Registrations
Genworth Financial Advisers Corporation
State Registrations4 states
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.