Andrew James Stover

Mcdonald Partners LLC

39 Years of Experience

7 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersFinancial Planning & Coaching

Mcdonald Partners LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,347 clients

Average Client Portfolio

$956K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$5K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	0.03%
$500K - $1.1M	0.03%
$1.1M - $2.0M	0.02%
$2M+	0.01%

Fees are subject to negotiation depending on specific circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1301 East 9th Street, Suite 3700, Cleveland, OH, 44114

Get directions

History

Regulatory History (7)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

August 2023

Judgment / Lien

September 2020

Judgment / Lien

May 2019

Judgment / Lien

April 2010

Customer Dispute

March 2009

Settled

Customer Dispute

August 1991

Settled

Criminal

December 1975

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Mcdonald Partners LLC

February 2020 - Present · 6 yrs

Mcdonald Partners LLCBroker

March 2010 - Present · 15 yrs 11 mos

Mcdonald Partners LLC

March 2010 - Present · 15 yrs 11 mos

Previous Registrations

Morgan Stanley Smith Barney LLC

June 2009 - April 2010 · 10 mos

Morgan Stanley Smith BarneyBroker

June 2009 - April 2010 · 10 mos

Citigroup Global Markets INC.

June 2001 - June 2009 · 8 yrs

Citigroup Global Markets INC.Broker

July 1993 - June 2009 · 15 yrs 11 mos

Lehman Brothers INC.Broker

February 1988 - July 1993 · 5 yrs 5 mos

E. F. Hutton & Company INCBroker

November 1986 - February 1988 · 1 yr 3 mos

State Registrations7 states

FLINMINCNYOHWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.