Advisor at Lord and Richards
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Justin Mcdonald is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently with Lord and Richards Wealth Management, where he has worked since 2025. Prior to this, he spent over a decade at Kopis Capital Management. Outside of finance, Justin owns and manages a cattle company and a roofing company. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and managing portfolios that typically include equities, fixed income, and ETFs. The firm operates as a seven-advisor team and emphasizes customized investment policy statements and regular portfolio monitoring.
Based on Lord and Richards
$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
6860 Dallas Pkwy, Ste 125
Plano, TX 75024
Texas
Lord and Richards Wealth Management, LLC
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
Kopis Capital Management, LLC
2013 - 2024 (11 years)
Kopis Capital Management, LLC
2011 - 2023 (12 years)
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