Daniel Macdonald
Daniel Macdonald is a registered investment advisor at Osaic Wealth, INC., based in Knoxville, TN, with 38 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5908 Toole Drive, Knoxville, TN, 37919
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Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Daniel holds a Tennessee insurance license to sell variable annuities and life insurance, processed through TrustFirst, Inc. He also works as an Investment Advisor Representative for Greensview Wealth Management, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Trustfirst INC.
Greensview Wealth Management
TrustfirstBroker
Trustfirst INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations4 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.