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Arnold Beatty Mcdonald

18 Years of Experience
1 DisclosureBroker
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 (1)
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Customer Dispute
February 2024
Pending
Other Business Activities

Arnold is the manager of McDonald Management LLC and president of several LLCs related to proprietary funds of McDonald Partners. He also serves as a board member for Signature Investments Montenegro d.o.o., dedicating a few hours per week to each activity.

Employment History
Current Registrations
Mcdonald Partners LLC
May 2007 - Present · 18 yrs 9 mos
Mcdonald Partners LLC
March 2007 - Present · 18 yrs 11 mos
Mcdonald Partners LLCBroker
March 2007 - Present · 18 yrs 11 mos
State Registrations13 states
CAFLINMAMINCNJNYOHSCSDTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Arnold Beatty Mcdonald - Financial Advisor | TrueAdvisor