Peter Mcdonnell
Peter Mcdonnell is a registered investment advisor at Ip Financial Advisory Services LLC, based in Chicago, IL, with 29 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is involved in several business activities, including managing roles at Tide Rock Investors 1 LLC, McDonnell Advisory LLC, and McAlpha LLC, each requiring minimal time. He also serves as a Managing Director at The Prime Group Inc., dedicating nearly full-time hours to establishing and maintaining development partner relationships.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Great Point Capital LLCBroker
Kingsbury Capital, INC.Broker
Roth Capital Partners, LLCBroker
Roth Capital Partners, LLC
Advanced Equities, INC.
Advanced Equities, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Civilian Capital, INC.Broker
Mcdonnell, INC.Broker
Lit America, INC.Broker
Refco Securities, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations1 state
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.