Fiduciary

McDonnell Capital Management

Frankfort, Illinois

5.0 (1 reviews)
Call (708) 925-9507 Visit website →

About

McDonnell Capital Management is a fee-only, SEC-registered investment adviser based in Frankfort, Illinois that operates under fiduciary standards and provides financial planning, investment management, estate planning, and insurance analysis services. The firm holds a CLU credential and specializes in insurance planning, investment management, and wealth management, with a stated approach of avoiding broker-dealer relationships and proprietary products. As an independent adviser, the firm structures its practice around client objectives rather than commissions or affiliated product sales.

Specialties

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4:30PM, Tuesday: 8:30AM-4:30PM, Wednesday: 8:30AM-4:30PM, Thursday: 8:30AM-4:30PM, Friday: 8:30AM-4:30PM, Saturday: Closed
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

0 selected
Compare →