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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...see more
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
Reviews for Mcdonald Partners Llc
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