McDonald Partners offers investment management services tailored to individual client needs, including banks, pension plans, trusts, and charitable organizations. They provide financial planning services as a one-time fee-based offering and a subscription-based offering with different clientship levels. McDonald Partners also manages private funds through an affiliated entity.
Assets Under Management$1.3B
Clients1,347
Advisors24
Avg. per Client$960K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
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.
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Location
24 Advisors at this firm
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