McDonald Capital Management (MCM) offers personalized investment portfolios and financial planning services to individuals, high net worth individuals, and various organizations. MCM works with clients to establish financial goals and objectives, then creates and manages a portfolio based on their individual needs, risk tolerance, and time horizon. MCM provides advice on a range of investments, including mutual funds, stocks, and bonds. Consulting services are also available for specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Institutional and charitable accounts range from 0.50% to 0.60%. Some legacy clients have negotiated fees that differ from the above fee schedule. When determining the breakpoints for fee billing, the firm will combine the value of household accounts.