Christopher Mcdonnell
Christopher Mcdonnell is a registered investment advisor at Mcdonnell Capital Management, based in Frankfort, IL, with 16 years of industry experience. Christopher 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 →Employment History
Current Registrations
Mcdonnell Capital Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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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