Advisor at McDonald Partners LLC
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
McDonald Partners LLC
Location
Boyne City, MI 49712
Credentials
Series 63, Series 65
Industry experience
40 years
One-time financial planning fees: 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 insurance products and some securities transactions; selling concessions on IPOs and secondaries for certain clients
Subscription financial planning fees: Foundation $4,000 annually, Growth $7,500 annually, Legacy $10,000 annually
Account minimum: $5,000 Fee-only: Flat fee financial planning: $4,000 to $10,000 annually depending on clientship level (Foundation, Growth, Legacy)
McDonald Partners LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Petoskey, MI
Edward Jones
CFP®, Series 66
Charlevoix, MI
Edward Jones
ChFC®, Series 66
Boyne City, MI
Edward Jones
Series 66
Boyne City, MI
Edward Jones
CFP®, ChFC®, Series 66
Charlevoix, MI
Edward Jones
ChFC®, Series 63, Series 65
Boyne City, MI
Don A. Slabaugh, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")