Donaldson Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$4,500/yr

“All households will have a minimum annual fee of $4,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Donaldson Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If the Wealth Management Services Agreement doesn’t commence at the start of a calendar quarter, a prorated fee will be charged at inception.”
• “Our fee schedules are negotiable and have changed over time, therefore some clients’ fee schedule may be different than the than our current fee schedule.”
• “The Firm’s investment management fee shall be prorated through the date of termination.”

How Donaldson Capital Management LLC’s fees compare

• Its annual fee of $4,500 is below the Indiana median of $5,000. 44% of the 36 other Indiana planners that publish an annual fee charge less.

About Donaldson Capital Management LLC

• Firm size: 68 employees.
• Registered as an adviser: 1995 (31 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$4,500 minimum fee (stated in brochure)

Clients

1,736

Employees

68

Works with

Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$3,463,957,899

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106131

Website

facebook.com/dcm1995 (opens in new tab)

Phone

(812) 421-3211

Can advise clients in 35 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Evansville that publish fees

• Aydt Investment Management, Inc.Evansville$300/hr
• Lever Wealth ManagementEvansville$300/hr, Up to $10,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr

Compare all 4 planners in Evansville