Andrea Donaldson is a registered investment advisor at Msh Capital Advisors LLC, based in Scottsdale, AZ, with 9 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
23350 N Pima Road, Scottsdale, AZ, 85255-7153
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea is an EVP at MSH Capital Advisors LLC, a registered investment advisor, since May 2023. She dedicates nearly full-time hours to advising and consulting for qualified retirement plans.
Employment History
Current Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.Broker
Previous Registrations
Interocean Capital
M. S. Howells & CO.Broker
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
Lincoln Financial Distributors, INC.Broker
State Registrations1 state
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