Jeffrey Macdonald is a CFP, ChFC-designated registered investment advisor at Investment Management & Planning LLC, based in Greenville, DE, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 330 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment Management & Planning charges a percentage of the assets they manage, up to a maximum of 2.5%. The exact fee is negotiable. If you end your advisory agreement before the end of a quarter, you'll receive a pro-rated refund of any prepaid fees.
Location
20 Montchanin Road, Suite 270, Greenville, DE, 19807
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Regulatory History
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.
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Jeffrey is associated with Investment Management & Planning, LLC as a registered investment advisor since 2015, dedicating full-time hours to this role. He also has a DBA, MacDonald Wealth Advisors, LLC, for tax purposes only.
Employment History
Current Registrations
Investment Management & Planning LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations17 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.