Donald Mckell
Donald Mckell is a registered investment advisor at Lincoln Investment, based in Columbus, OH, with 39 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
2929 Kenny Road, Suite 215, Columbus, OH, 43221
Get directionsHistory
Regulatory History (1)
Criminal
May 1975Other Business Activities
Donald is a partial owner of McKell Farm LLC, a real estate holding company, along with his siblings. He has no duties related to the LLC and dedicates minimal time to it.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
First Investors CorporationBroker
State Registrations5 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.