Donaldson Capital Management is a registered investment advisor based in Evansville, Indiana, specializing in personalized investment management and financial planning. The firm manages investment portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds, focusing on income and growth strategies. Their core investment strategies include rising dividend equities, fixed income preservation of capital, core select portfolios, and specialized endowment models. Donaldson Capital Management primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. Clients work with the firm to design customized portfolios based on their income needs, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.88% |
| $3.5M - $6.5M | 0.75% |
| $6.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10M are negotiable. A household minimum annual fee of $4,500 applies.