Stephen Mcdonnell is a registered investment advisor at Mcdonnell Financial Services, based in Pasadena, CA, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6 clients with $4.6M 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 | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Minimum annual fee of $3,500. Also offers performance-based fees for clients with at least $1,000,000 under management or a net worth of more than $2,100,000. The performance fee is equal to 10% of the annual gross profits, adjusted for deposits and withdrawals made during the year, and are predicated on the Client’s account exceeding the value of the previous high water mark. The performance fee is negotiable at the discretion of the principal.
Fee Estimator
Location
Pasadena, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcdonnell Financial Services
State Registrations1 state
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