Advisor at McDonald Partners LLC
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Firm
McDonald Partners LLC
Location
Kirtland, OH
Credentials
Series 63, Series 65
Industry experience
39 years
Joseph Stanzi is a financial advisor at McDonald Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners LLC serves a diverse client base including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, with capabilities in both discretionary and non-discretionary portfolio 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.
Kirtland, OH
Alaska · Ohio · Texas
Thomas Mcdonald Partners, Llc
2009 - Present (17 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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