Arnold Mcdonald is a registered investment advisor at Mcdonald Partners LLC, based in Cleveland, OH, with 19 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
1301 East 9th Street, Suite 3700, Cleveland, OH, 44114
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Regulatory History (1)
Customer Dispute
February 2024Other 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
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
State Registrations13 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.