Michael Donnelly is a registered investment advisor at Edward Jones, based in Rockford, IL, with 27 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
2406 Charles Street Suite 1-A, Rockford, IL, 61108
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business Activities
Michael is a silent partner in Common Sense Civics and Citizenship, an education business in Rockford, IL, since 2017. He dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations34 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.
Exams
More Advisors
- Karre Cromwell, ChFCEdward Jones
- Ryan Jeffrey, ChFCEdward Jones
- Jennifer Reisinger, ChFCEdward Jones
- Carl Gnewuch, CFPEdward Jones
- Daisy Fernandez, ChFCEdward Jones
- Erna Colborn, CFPEdward Jones