George Donner is a CFA-designated registered investment advisor at Monarch Capital Management INC, based in Fort Wayne, IN, with 27 years of industry experience. George 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 188 clients with $480M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment management fee may be negotiable in special circumstances.
Fee Estimator
Location
127 West Berry Street, Suite 402, Fort Wayne, IN, 46802
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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
Monarch Capital Management INC
State Registrations1 state
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