Victoria Mcdonald
Victoria Mcdonald is a CFP-designated registered investment advisor at Capital Analysts, based in Horsham, PA, with 40 years of industry experience. Victoria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B 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 |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Victoria is a shareholder of a partnership in Costa Rica and a minority shareholder in Finca Las Brisas, both real estate investments. She is also a partial owner of Budding IP Properties LLC, created to purchase rental properties, and spends minimal time on these activities.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations33 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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