McDonnell Capital Management offers investment management, financial planning, and retirement plan consulting services. Operating as an independent registered investment advisor, McDonnell Capital Management builds diversified portfolios grounded in modern portfolio theory, utilizing an open-architecture platform of exchange-traded funds, mutual funds, individual securities, and alternative investments. The firm emphasizes a goals-driven wealth management process that integrates financial modeling, risk assessment, tax planning, retirement projections, and estate strategy into ongoing portfolio supervision. In addition to investment management, McDonnell Capital Management provides standalone financial planning projects and consulting services. Clients can also access related tax preparation through an affiliate Certified Public Accountant practice and insurance products through a separately licensed agent.
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.