Advisor at Divvi Wealth Management
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Firm
Divvi Wealth Management
Location
Kansas City, MO 64108
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Anthony Donnelly is a CFP®-designated financial advisor with 23 years of industry experience. He is currently a team member at Divvi Wealth Management in Kansas City, MO. His prior experience includes roles at Edward Jones and Ameriprise Financial Services. Outside of advising, he manages rental properties through Boonslick Holdings LLC. Divvi Wealth Management serves individuals, trusts, business owners, and retirement plans, offering tailored investment and wealth management strategies that incorporate fundamental, technical, and modern portfolio theory analysis. The firm utilizes third-party managers and platforms and provides comprehensive planning with regular account and wealth plan reviews.
Based on Divvi Wealth Management
Based on Divvi Wealth Management
Negotiated fixed annual fees possible, not to exceed appropriate fee schedule rates, paid quarterly in arrears
$0 - $1,999,999: 1.00% annually for Asset Management $2,000,000 - $3,999,999: 0.75% annually for Asset Management $4,000,000 - $5,999,999: 0.55% annually for Asset Management $6,000,000+: 0.50% annually for Asset Management $0 - $1,999,999: 1.25% annually for Wealth Management $2,000,000 - $3,999,999: 1.00% annually for Wealth Management $4,000,000 - $5,999,999: 0.80% annually for Wealth Management $6,000,000+: 0.70% annually for Wealth Management $1 - $2,000,000: 1.25% DWM fee plus 0.10% OPS fee (1.35% total) for Orion Portfolio Solutions $2,000,001 - $4,000,000: 1.00% DWM fee plus 0.10% OPS fee (1.10% total) for Orion Portfolio Solutions $4,000,001 - $6,000,000: 0.80% DWM fee plus 0.10% OPS fee (0.90% total) for Orion Portfolio Solutions $6,000,001 - $9,999,999: 0.70% DWM fee plus 0.10% OPS fee (0.80% total) for Orion Portfolio Solutions
Financial planning charged at $250 per hour
Account minimum: $100,000 for asset management services; $500,000 for wealth management services (both minimums are subject to waiver or negotiation) Minimum fee: Financial planning engagements subject to minimum of four (4) hours or $1,000 Fee-only: Financial planning charged at $250 per hour, billed 50% in advance with balance due upon delivery
220 W 18 Th Street, Suite 202
Kansas City, MO 64108
Kansas · Missouri · Texas
Sole Proprietor
2022 - Present (4 years)
Divvi Wealth Management LLC
2022 - Present (4 years)
Edward Jones
2018 - 2022 (4 years)
Ameriprise Financial Services, inc.
2011 - 2018 (7 years)
Ameriprise Financial Services, Inc.
2010 - 2018 (8 years)
Boonslick Holdings LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Fund sponsor
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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