Matthew Andrew Norton

Mcdonald Partners LLC

19 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersFinancial Planning & Coaching

Mcdonald Partners LLC

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 Management	Annual Fee
Up to $500K	0.03%
$500K - $1.1M	0.03%
$1.1M - $2.0M	0.02%
$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

—

Location

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

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2024

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Matthew is a board member of The Ohio Virtual Academy. He is also a licensed insurance agent selling life, health, and long-term care insurance, dedicating a few hours per week to this activity.