Donnelly Investments offers tailored investment management services, focusing on technological change and individual security selection. They create custom portfolios based on each client's financial position and investment objectives, documented in an Investment Policy Statement. Financial planning services, including cash flow, estate, and tax planning, are also available at no additional fee. Donnelly Investments requires a minimum relationship size of $1,000,000, with exceptions made on a case-by-case basis.
Assets Under Management$38M
Clients64
Advisors1
Avg. per Client$590K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum fee of $10,000 may be negotiable based on the size and service requirements of the relationship.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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