DM
DM

Devon Frances Mcardle

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersFinancial Planning & Coaching
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 ManagementAnnual Fee
Up to $500K0.03%
$500K - $1.1M0.03%
$1.1M - $2.0M0.02%
$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
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Location

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

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Mcdonald Partners LLC
January 2008 - Present · 18 yrs 1 mo
Mcdonald Partners LLCBroker
January 2008 - Present · 18 yrs 1 mo
Mcdonald Partners LLC
January 2008 - Present · 18 yrs 1 mo
Previous Registrations
Fifth Third Securities, INC.Broker
September 2007 - January 2008 · 4 mos
Fifth Third Securities, INC.
September 2007 - January 2008 · 4 mos
Fifth Third Securities, INC.Broker
February 2006 - June 2006 · 4 mos
Mcdonald Investments INC.
March 2004 - November 2005 · 1 yr 8 mos
Mcdonald Investments INC.Broker
March 2004 - November 2005 · 1 yr 8 mos
Credit Suisse First Boston CorporationBroker
April 1996 - November 2001 · 5 yrs 7 mos
State Registrations6 states
COFLINMAMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.