Victoria Mcdonald
Victoria Mcdonald is a CFP-designated registered investment advisor at Capital Analysts, based in Horsham, PA, with 39 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Victoria is a shareholder of a partnership in Costa Rica and a minority shareholder in Finca Las Brisas, both real estate investments. She is also a partial owner of Budding IP Properties LLC, created to purchase rental properties, and spends minimal time on these activities.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations33 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.