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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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 may be negotiable. In certain situations that require more complexity from an administrative standpoint (e.g. multiple trusts, varying monthly distributions, etc.) and/or investment management standpoint (e.g. alternative investments) we charge a different fee, that in some situations is higher, than what is described in the standard ranges above. Some clients are charged a fee that is lower than the standard ranges above.
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
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