Assets Under Management
$1.3B
Number of Clients
1,347
Number of Advisors
22
Average Client AUM
$956K
AUM per Advisor
$58.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
McDonald Partners LLC is a dually registered investment adviser and broker-dealer. They provide investment management services to individuals and institutions, including financial planning as a one-time or subscription-based offering. They also manage private funds through an affiliated entity.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.03% |
| $500K - $1.1M | 0.03% |
| $1.1M - $2.0M | 0.02% |
| $2M+ | 0.01% |
Fees are subject to negotiation depending on specific circumstances.
1301 East 9th Street, Suite 3700, Cleveland, OH, 44114