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How does the advisor help clients – Key Takeaways:
With decades of experience in the financial industry, Donnelly Investments Corporation is a well-respected financial expert that provides a wide range of services for its clients. From managing assets to offering expert advice on investment strategies, the firm is dedicated to helping its clients achieve their financial goals.
Facts and Insights
Donnelly Investments Corporation was founded in 1985 and has been in business for over 35 years. The firm has grown steadily over the years and now manages over $1 billion in assets. With a dedicated team of advisors, the firm has helped countless clients reach their financial goals through strategic and personalized investment plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | Over 35 years |
Financial Services Offered
- Asset Management
- Retirement Planning
- Wealth Management
- Estate Planning
- Investment Strategies
Client Types
Donnelly Investments Corporation works with a diverse range of clients, including high net worth individuals, families, and businesses. No matter their financial goals or level of wealth, the firm is dedicated to providing personalized services and tailored investment plans for each client.
Fees & Compensation
Donnelly Investments Corporation charges a percentage of assets under management as its fee, with rates varying depending on the size and complexity of the client’s portfolio. The firm believes in transparent and ethical fee structures and is always upfront with clients about any fees or expenses.
Background
The founder and CEO of Donnelly Investments Corporation, John Donnelly, has been in the financial industry for over 40 years. He has built a team of highly qualified and experienced advisors, all of whom share his passion for helping clients achieve financial success. Under his leadership, the firm has earned a reputation for its exceptional services and personalized approach.
Financial Advisor Disclosures to Know
Donnelly Investments Corporation has a strict policy of transparency and always discloses any potential conflicts of interest to its clients. The firm is a fiduciary, meaning that it always puts its clients’ best interests first. Additionally, the firm has a record of zero disciplinary actions or violations, further solidifying its trustworthiness and reliability as a financial advisor.