Touchstone Mcdonald
Touchstone Mcdonald is a registered investment advisor at Oakwell Private Wealth Management, based in New Braunfels, TX, with 24 years of industry experience. Touchstone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 331 clients with $460M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees may be negotiable based upon certain circumstances. A flat fee may also be negotiated as long as it does not exceed the fee schedule above.
Fee Estimator
Location
1619 E Common St., Suite 1101, New Braunfels, TX, 78130
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Touchstone is a registered investment advisor with Strategic Financial Concepts, LLC, dedicating nearly full-time hours. He also provides fixed and variable insurance and annuities through National Financial Alliance, LLC, and works with Legacy CFO, LLC, an insurance agency; these activities take about half his time.
Employment History
Current Registrations
Oakwell Private Wealth Management
Previous Registrations
LPL Financial LLCBroker
Mutual Service CorporationBroker
Strategic Financial Concepts, LLC
Sutterfield Financial Group, INC.
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
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.