Advisor at MFG Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MFG Capital, Inc.
Location
Trenton, MI 48183
Credentials
Series 63, Series 65
Industry experience
26 years
David Mcdonald is a financial advisor with MFG Capital, Inc. in Trenton, MI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MFG Capital since 2018 and has been involved with McDonald Financial Group since 2013. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. MFG Capital, Inc. provides fee-based investment management and financial planning services to individuals and business entities, managing discretionary portfolios and co-advising some accounts with a third-party manager. The firm emphasizes individualized portfolios based on client goals, time horizons, and risk tolerance, and offers public educational seminars.
Based on MFG Capital, Inc.
Based on MFG Capital, Inc.
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $1,500,000: 0.80% annually $1,500,000.01+: 0.50% annually
$150 per hour for financial planning
Account minimum: $250,000
1861 S. Trenton Dr., Suite 101
Trenton, MI 48183
Michigan
MFG Capital, Inc.
2018 - Present (8 years)
Foresters Equity Services, Inc.
2015 - 2018 (3 years)
McDonald Financial Group
2013 - Present (13 years)
McDonald Financial Group
2013 - 2018 (5 years)
McDonald Retirement Services
2010 - 2018 (8 years)
Foresters Equity Services, Inc.
2007 - 2018 (11 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Trenton, MI
Bakalis Financial Inc.
Series 65
Dearborn, MI
Salehi Wealth Management, LLC
Series 63, Series 66
Allen Park, MI
Skiver Investment Services
Series 65
Wyandotte, MI
Legacy Investment Advisors LLC
CFP®, Series 63
Trenton, MI
Jfr Financial Services, Inc.
CFP®, Series 63, Series 65
Southgate, MI
Worldwide Capital Advisors, LLC
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