Donnelly Financial Services (DFS) provides investment management and financial planning services. For investment management, DFS offers both discretionary and non-discretionary options, tailoring strategies to individual client goals and risk tolerance. Financial planning includes foundational planning (balance sheet analysis, retirement savings analysis, debt optimization) and ongoing planning (investment review, insurance assessment, tax planning, estate planning).
Assets Under Management$20M
Clients17
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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