Advisor at McDonald Partners LLC
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Firm
McDonald Partners LLC
Location
Cleveland, OH 44114
Credentials
Series 66
Industry experience
8 years
Brian McDonald is a Series 66-licensed financial advisor with eight years of industry experience, currently with McDonald Partners LLC. He has been with the firm since 2009, with a brief transition between 2021 and 2022. Outside of his advisory role, he serves as Executive Director of the Joan C Edwards Charitable Foundation and is Chairperson of the Board of Trustees for the Cleveland School of Science & Medicine. He is also involved in community activities through Heights Audio LLC and the Heights BBQ Association LLC. McDonald Partners LLC serves individual and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages both discretionary and non-discretionary portfolios, including affiliated private fund management.
Based on McDonald Partners LLC
Based on McDonald Partners LLC
One-time financial planning flat fee determined by Financial Advisor based on complexity.
$0 - $500,000: 1.75% annually (Fixed Income Only Accounts) $500,001 - $1,050,000: 1.25% annually (Fixed Income Only Accounts) $1,050,001 - $2,050,000: 1.00% annually (Fixed Income Only Accounts) $2,050,001+: 0.75% annually (Fixed Income Only Accounts) $0 - $500,000: 3.00% annually (Equity/Balanced Accounts) $500,001 - $1,050,000: 2.50% annually (Equity/Balanced Accounts) $1,050,001 - $2,050,000: 2.00% annually (Equity/Balanced Accounts) $2,050,001+: 1.50% annually (Equity/Balanced Accounts)
Commissions on option trades: $9.00 per trade plus $0.50 per option contract (minimum $3.00); Commissions on Michigan municipal tax-free bonds; Selling concessions on new issue securities and secondary offerings.
Carried interest and performance fees related to private funds as disclosed in offering documents; fees waived until advisory fees equal or exceed placement fees.
Subscription-based financial planning fees: $4,000 to $10,000 annually depending on clientship level.
Account minimum: $5,000 Fee-only: One-time financial planning fees are flat fees determined by Financial Advisor based on complexity; Subscription financial planning fees are $4,000 (Foundation), $7,500 (Growth), $10,000 (Legacy) annually.
1301 East 9 Th Street, Suite 3700
Cleveland, OH 44114
Ohio
McDonald Partners LLC
2022 - Present (4 years)
McDonald Partners LLC
2009 - 2021 (12 years)
Joan C Edwards Charitable Foudnation
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Flegal Financial Planning
Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
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