KM
CFP
KM
CFP

Keith Mcdonald

26 Years of Experience
Columbus, OH

Keith Mcdonald is a CFP-designated registered investment advisor at Northfort Financial, LLC, based in Columbus, OH, with 26 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. Their firm serves 356 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
356 clients
Average Client Portfolio
$333K average
Assets Under Management
$118.6M

Fee Structure

Minimum Investment:None

NorthFort Financial's investment management fees may range from $0 to $24,000 annually. Fees may be calculated monthly or quarterly. The firm may prorate or waive fees.

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Location

Columbus, OH

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Northfort Financial, LLC
January 2020 - Present · 6 yrs 4 mos
Mcdonald Capital Management, INC.
June 1999 - Present · 26 yrs 11 mos
State Registrations3 states
INOHTX
Advisor

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
No exam information available for this advisor.
Keith Mcdonald - Financial Advisor | TrueAdvisor