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McDonald Partners LLC

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Total assets under management

$1,287,456,830

More info

Total clients

1,307

26% high-net worth

Total advisors

33

of 33 employees

Firm size

Multi Team

Average clients per advisor

40

Average account size

$985,047

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

One-time financial planning fees: flat fee determined by Financial Advisor based on complexity

Percentage

$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

Commissions on insurance products and some securities transactions; selling concessions on IPOs and secondaries for certain clients

Subscriptions

Subscription financial planning fees: Foundation $4,000 annually, Growth $7,500 annually, Legacy $10,000 annually

Other

Account minimum: $5,000 Fee-only: Flat fee financial planning: $4,000 to $10,000 annually depending on clientship level (Foundation, Growth, Legacy)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

McDonald Partners LLC

1301 East 9 Th Street, Suite 3700

Cleveland OH 44114, United States

Number of offices

5

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 216-912-0567

Advisors at this firm

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Thomas Y

Series 66

Olmsted Falls, OH

McDonald Partners LLC
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Jonathan H

CFA®, Series 63

Solon, OH

McDonald Partners LLC
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Rita M

Series 63, Series 65

Cleveland, OH

McDonald Partners LLC
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Timothy N

Series 63, Series 65

Cleveland, OH

McDonald Partners LLC
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Joseph S

Series 63, Series 65

Cleveland, OH

McDonald Partners LLC
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Steven R

Series 66

Beachwood, OH

McDonald Partners LLC
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John C

Series 66

Cleveland, OH

McDonald Partners LLC
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Devon M

Series 63, Series 66

Cleveland, OH

McDonald Partners LLC
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Michael M

Series 63, Series 65

Cleveland, OH

McDonald Partners LLC
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Paul M

Series 63, Series 65

Boyne City, MI

McDonald Partners LLC
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Ted S

Series 63, Series 65

Fort Myers, FL

McDonald Partners LLC
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Matthew N

Series 66

Cleveland, OH

McDonald Partners LLC
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Jacqueline R

Series 63, Series 65

Paris, OH

McDonald Partners LLC
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Arnold M

Series 66

Shaker Heights, OH

McDonald Partners LLC
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Brian M

Series 66

Cleveland, OH

McDonald Partners LLC
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