McDonnell Financial Services offers investment advisory and portfolio management services, investing in index performance funds and passive investing. They may also use managed funds, variable life insurance annuities, exchange-traded funds (ETFs), individual stocks, real estate investment trusts (REITs), and bonds. McDonnell Financial Services also provides financial planning services covering topics such as tax liability, insurance, budgeting, debt, and estate planning. Clients retain absolute discretion over all implementation decisions.
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.