Joseph Mcdonnell is a CFP, PFS-designated registered investment advisor at Mcdonnell Capital Management, based in Frankfort, IL, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 159 clients with $170M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $7.5M | 0.85% |
| $7.5M+ | 0.75% |
Fees are negotiable. Complex administrative situations or alternative investments may result in higher or lower fees agreed upon in the written contract.
Fee Estimator
Location
19550 S Harlem Avenue, Suite 3, Frankfort, IL, 60423
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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
Joseph is the school treasurer for Trustees of Schools, managing financial activities for school districts within township boundaries, which takes nearly full-time. He also owns Joseph J. McDonnell CPA, providing accounting and tax preparation services for a few hours per week, and is treasurer and a board of trustees member for two school-related organizations, each requiring minimal time.
Employment History
Current Registrations
Mcdonnell Capital Management
Previous Registrations
Genworth Financial Advisers Corporation
State Registrations4 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
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