Carl Mcdonald
Carl Mcdonald is a registered investment advisor at United Capital Financial Advisors, based in Memphis, TN, with 39 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
5350 Poplar Ave, Suite 310, Memphis, TN, 38120
Get directionsHistory
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
Carl is self-employed in life and disability insurance sales since 1986, dedicating minimal time to this activity. He also owns rental real estate property.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Girard Securities, INC.Broker
Sovereign Wealth Management INC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
The Advisors Group, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations1 state
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.