Michael Donnelly is a CFA-designated registered investment advisor at Blue Devil Advisors LLC, based in Pittsburgh, PA, with 1 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. Their firm serves 4 clients with $2.1M 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 $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.90% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Pittsburgh, PA
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
Michael is the President of Blue Devil Capital, a private investment firm, since 2007. He spends about 10-20% of his time assisting with financing and reporting.
Employment History
Current Registrations
Blue Devil Advisors LLC
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.