David Donnelly is a registered investment advisor at Redtree Investment Group, based in Cincinnati, OH. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 373 clients with $9.7B 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 $15.0M | 0.25% |
| $15.0M - $30.0M | 0.20% |
| $30M+ | 0.15% |
Fee schedule shown is for Institutional accounts. Public Funds fee schedule is: On the first $15,000,000: 0.20%, On the next $15,000,000: 0.15%, Over $30,000,000: 0.10%. Non-discretionary and consulting fees are negotiable.
Fee Estimator
Location
5050 Section Avenue, Suite 420, Cincinnati, OH, 45212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Redtree Investment Group
State Registrations1 state
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