Paul Moody
Paul Moody is a registered investment advisor at Mcdonald Partners LLC, based in Boyne City, MI, with 41 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,170 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.1M | 2.50% |
| $1.1M - $2.0M | 2.00% |
| $2M+ | 1.50% |
Schedule reflects maximum fees for Equity/Balanced accounts. Fixed income accounts have separate, lower tiers starting at 1.75% for the first $500K down to 0.75% for assets above $2M. Fees are subject to negotiation.
Fee Estimator
Location
109 Water St. Suite 1B, Boyne City, MI, 49712
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul works as a seasonal fly fishing guide and ski instructor, dedicating minimal time outside of business hours. He is also a licensed insurance agent selling variable annuities and life insurance, spending minimal time on these activities.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Mcdonald Partners LLC
Previous Registrations
Optimal Capital Advisors, LLC
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Pimco Advisors Distribution CompanyBroker
Thomson Mckinnon Securities INC.Broker
Crico Securities CorporationBroker
Thomson Mckinnon Securities INC.Broker
Manley, Bennett, Mcdonald & COBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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