Keith Mcdonald is a CFP-designated registered investment advisor at Northfort Financial, LLC, based in Defiance, OH, with 27 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 356 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthFort Financial charges for investment management either as a percentage of the value of your portfolio calculated monthly or quarterly, or as a fixed fee. The total cost for investment management services can range from $0 up to $24,000 annually, depending on the complexity of the work and your specific needs.
Location
Defiance, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northfort Financial, LLC
Previous Registrations
Mcdonald Capital Management, INC.
State Registrations2 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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