McDonnell Capital Management provides investment management services, financial planning, and retirement plan consulting. They offer customized asset allocations, investment analysis, and ongoing monitoring. McDonnell Capital uses financial modeling and probability analysis to help clients achieve their goals. They work with individuals, business owners, trusts, and institutions.
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.