David James Donnelly
Investment Adviser Representative at REDTREE INVESTMENT GROUP
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Discretionary – Public Funds: first $15M | 0.20% |
| Discretionary – Public Funds: next $15M | 0.15% |
| Discretionary – Public Funds: over $30M | 0.10% |
| Discretionary – Institutional: first $15M | 0.25% |
| Discretionary – Institutional: next $15M | 0.20% |
| Discretionary – Institutional: over $30M | 0.15% |
Firm-stated minimum; may be waived at the firm's discretion.
Redtree Investment Group Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at REDTREE INVESTMENT GROUP
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