Edward Mcdonough
Edward Mcdonough is a CFP-designated registered investment advisor at Jackson Wealth Management, LLC, based in Orlando, FL, with 38 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 900 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5,000,000. For assets held on the Pontera Inc. platform, the annual fee is a flat 1.00%.
Fee Estimator
Location
6000 Turkey Lake Road, Suite 212, Orlando, FL, 32819
Get directionsHistory
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
Edward is the President/CCO of McDonough Capital Management (RIA) and President of McDonough Wealth Management, LLC, both registered investment advisors, dedicating about half of his time to each. He also offers life insurance as an insurance agent and assists with tax preparation, while also managing a rental property.
Employment History
Current Registrations
Jackson Wealth Management, LLC
Mcdonough Capital Management, INC.
Previous Registrations
Mcdonough Wealth Management LLC
Altior Capital
Triad Advisors LLCBroker
Raymond James Financial Services Advisors, INC
Mcdonough Capital Management, INC.
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Salomon Smith Barney INC.Broker
State Registrations1 state
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.