MCDONNELL FINANCIAL SERVICES

Overview

Mcdonnell Financial Services operates as a small, state-registered independent registered investment adviser serving individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm runs a discretionary model across its client relationships and offers a range of fee arrangements—percentage of assets under management, hourly, fixed fees and performance-based fees—allowing flexibility for both ongoing relationships and project work. Investment activity is concentrated in publicly offered pooled vehicles rather than direct-stock strategies. The firm does not identify as an active ESG investor and is organized under individual ownership. Given the client profile and fee mix, Mcdonnell Financial Services appears to tailor solutions for a limited number of relatively high-net-worth households rather than operating as a large institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices