A complete list of active advisors currently associated with MCDONNELL Financial Services
Warmer can help you find a great advisor at MCDONNELL Financial Services or one who fits your needs even better.
McDonnell Financial Services is a small independent registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, and corporations. The firm implements portfolios using passive, index‑linked funds alongside ETFs, mutual funds, REITs, individual securities and insurance wrappers, and can coordinate with outside professionals to implement recommendations. The adviser emphasizes benchmark‑tied, model‑based allocations and periodic rebalancing, with ongoing monitoring and formal account reviews at least quarterly; clients may impose reasonable investment restrictions (for example, socially responsible mandates) when compatible with the chosen strategy. Custody and trade execution are handled through major custodians, and the firm discloses procedures for aggregation and systematic allocation of block trades across accounts. Compared with many peers, the firm offers performance‑based fee arrangements for eligible clients alongside standard asset‑based billing, with high‑water‑mark protections and stated processes to address potential conflicts between fee types. The brochure also highlights the principal’s professional accounting credential and industry licensure, and a concentrated client base that supports a hands‑on, tailored advisory relationship.
To learn more about the advisors currently working at MCDONNELL Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pasadena, CA
| 10
|
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