DONALDSON CAPITAL MANAGEMENT LLC
Evansville, Indiana
5.0
6 Reviews
Donaldson Capital Management LLC, headquartered in Evansville, IN, is a renowned regional investment advisory firm. With a dedicated team of 58 employees, including 30 experienced investment advisors, they provide exceptional financial services to a diverse clientele. The company manages an impressive $2,310,717,000 in assets under management (AUM), with an average of $652,840,000 per investment advisor—exceeding the industry standard.
Donaldson Capital Management LLC's compensation structure offers various options, such as a percentage of AUM and fixed fees, ensuring a flexible approach that aligns with their clients' needs. Whi...
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Assets Under Mgmt
$2.31B
Investment Professionals
30
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
Other: PORTFOLIO AND INVESTMENT CONSULTATION SERVICES.
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