Steven Rivkin is a registered investment advisor at Mcdonald Partners LLC, based in Beachwood, OH, with 12 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
23811 Chagrin Blvd Suite 275, Beachwood, OH, 44122
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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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Steven provides accounting services to individuals, small businesses, and non-profits as a proprietor, dedicating a few hours per week. He also serves as a controller for Rabbinical College of Telshe Inc., treasurer for the Jewish Voters Association, board member for Cleveland Kashruth Organization, and registered owner for New Heights Gymnastics Academy LLC, each requiring minimal time.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Previous Registrations
Ramat Securities LTD.Broker
State Registrations12 states
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