Michael Donnellan
Michael Donnellan is a registered investment advisor at M3 Wealth Management, based in North Royalton, OH, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 486 clients with $160M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,001. The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Location
17601 W. 130th Street, Suite 1, North Royalton, OH, 44133
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 1999Employment Separation After Allegations
April 1997Other Business Activities
Michael is the President of King Financial, Inc., an investment-related branch office of LM Kohn company, since 1998. He dedicates more than full-time hours to duties including research, compliance, securities and investment executions, and acting as an investment advisor representative.
Employment History
Current Registrations
M3 Wealth Management
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Primesolutions Securities, INC.
Primesolutions Securities, INC.Broker
Next Advisors INC.Broker
Olde Discount CorporationBroker
Robert Todd Financial CORP.Broker
State Registrations2 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.