Rita Mansour
Rita Mansour is a registered investment advisor at Mcdonald Partners LLC, based in Toledo, OH, with 36 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
One Seagate, Suite 1825, Toledo, OH, 43604
Get directionsHistory
Regulatory History (8)
Customer Dispute
May 2025Customer Dispute
April 2024Customer Dispute
February 2024Customer Dispute
February 2022Regulatory
December 2021Customer Dispute
October 2020Customer Dispute
September 2019Customer Dispute
February 2019Other Business ActivitiesSells Insurance
Rita is involved in numerous volunteer and board member positions for various organizations, including the Greater Toledo Community Foundation and the Toledo Museum of Art. She also participates in several investment-related LLCs and is a licensed insurance agent selling life and health insurance, dedicating about three-quarters of her time to these activities.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Previous Registrations
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Painewebber IncorporatedBroker
Shearson Lehman Hutton INC.Broker
State Registrations35 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.