Paul Moody is a registered investment advisor at Mcdonald Partners LLC, based in Boyne City, MI, with 40 years of industry experience. Their practice areas include Business Owners, Estate Planning, Retirement Planning. Their firm serves 1,347 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McDonald Partners offers investment management services. Fees vary depending on whether the account is fixed income only or equity/balanced.
Equity/Balanced Accounts:
- First $500,000: 3.00% annually
- Next $550,000: 2.50% annually
- Next $1,000,000: 2.00% annually
- Assets above $2,000,000: 1.50% annually
Fixed Income Only Accounts:
- First $500,000: 1.75% annually
- Next $550,000: 1.25% annually
- Next $1,000,000: 1.00% annually
- Assets above $2,000,000: 0.75% annually
Fees are negotiable and will not be changed without written notice. There are also fees for option trades and ACCESS accounts.
Location
109 Water St. Suite 1B, Boyne City, MI, 49712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul works as a seasonal fly fishing guide and ski instructor, dedicating minimal time outside of business hours. He is also a licensed insurance agent selling variable annuities and life insurance, spending minimal time on these activities.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Mcdonald Partners LLC
Previous Registrations
Optimal Capital Advisors, LLC
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Pimco Advisors Distribution CompanyBroker
Thomson Mckinnon Securities INC.Broker
Crico Securities CorporationBroker
Thomson Mckinnon Securities INC.Broker
Manley, Bennett, Mcdonald & COBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.