MCDONALD PARTNERS LLC
Cleveland, Ohio
Mcdonald Partners LLC is a reputable investment advisory firm based in Cleveland, OH. With a team of 30 dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. Their exceptional track record is reflected in their impressive average of approximately $135,090,000 in assets under management per investment advisor, which surpasses the industry average.
The firm's compensation structure is designed to align with their clients' needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that cli...
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Assets Under Mgmt
$1.09B
Investment Professionals
30
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Commissions
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
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
Articles
Articles
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