Advisor at McDonald Partners LLC
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Firm
McDonald Partners LLC
Location
Toledo, OH 43604
Credentials
Series 66
Industry experience
10 years
John Cates is a financial advisor at McDonald Partners LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including The Leaders Group Inc, EPICVanbridge (TDC), Arrowhead Financial, and Cetera Investment Advisers LLC. In addition to his advisory role, he is a licensed life insurance broker involved in life insurance and annuity sales. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and provides both discretionary and non-discretionary portfolio management through various program structures.
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.
One Seagate, Suite 1825
Toledo, OH 43604
Ohio · Texas
McDonald Partners, LLC
2025 - Present (1 year)
The Leaders Group Inc
2024 - 2025 (1 year)
EPICVanbridge(TDC)
2024 - 2025 (1 year)
Arrowhead Financial
2020 - 2024 (4 years)
TDC Life
2019 - 2024 (5 years)
Cetera
2015 - 2019 (4 years)
Cetera Investment Services Llc
2014 - 2019 (5 years)
The State Bank and Trust Co
2014 - 2019 (5 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.
Series 65
Maumee, OH
Glass City Capital Management, LLC
Series 63, Series 65
Toledo, OH
Reinhart Asset Management LLC
Series 63, Series 65
Whitehouse, OH
Apricity Financial Planning
Series 63, Series 65
Toledo, OH
Gant Investment Advisors, Inc.
Series 65
Ottawa Hills, OH
Candela Financial
CFP®
Perrysburg, OH
Hughes Financial Group, LLC
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