James Macdonald
James Macdonald is a CFP-designated registered investment advisor at Gettings Busch Wealth Management, based in Lafayette, IN, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 884 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees are based on a percentage of assets under management up to a maximum of 1.15% annually, billed monthly in arrears. Fees are negotiable.
Fee Estimator
Location
672 Main Street, Suite 300, Lafayette, IN, 47901
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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
James is involved in independent insurance sales, dedicating a few hours per week to this activity. He is also a board member of the West Lafayette Public Schools Education Foundation.
Employment History
Current Registrations
Gettings Busch Wealth Management
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Rco Advisors, LLC
Lehman Brothers INC.Broker
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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