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Rita Mansour

Mcdonald Partners LLC
37 Years of Experience
Toledo, OH
7 DisclosuresBrokerSells Insurance
View SEC Summary
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Rita Mansour is a registered investment advisor at Mcdonald Partners LLC, based in Toledo, OH, with 37 years of industry experience. Rita is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,170 clients with $1.3B in assets under management.

Mcdonald Partners LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,170 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K3.00%
$500K - $1.1M2.50%
$1.1M - $2.0M2.00%
$2M+1.50%

Schedule reflects maximum fees for Equity/Balanced accounts. Fixed income accounts have separate, lower tiers starting at 1.75% for the first $500K down to 0.75% for assets above $2M. Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Seagate, Suite 1825, Toledo, OH, 43604

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2025
Settled
Customer Dispute
April 2024
Settled
Customer Dispute
February 2022
Settled
Regulatory
December 2021
Final
Customer Dispute
October 2020
Settled
Customer Dispute
September 2019
Settled
Customer Dispute
February 2019
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Rita is involved in numerous volunteer and board member positions for various organizations, including the Greater Toledo Community Foundation and the Toledo Museum of Art. She also participates in several investment-related LLCs and is a licensed insurance agent selling life and health insurance, dedicating about three-quarters of her time to these activities.

Employment History
Current Registrations
Mcdonald Partners LLC
September 2006 - Present · 20 yrs 1 mo
Mcdonald Partners LLCBroker
September 2006 - Present · 20 yrs 1 mo
Previous Registrations
Mcdonald Investments INC.
November 1999 - October 2006 · 6 yrs 11 mos
Mcdonald Investments INC.Broker
November 1997 - October 2006 · 8 yrs 11 mos
Painewebber IncorporatedBroker
March 1990 - November 1997 · 7 yrs 8 mos
Shearson Lehman Hutton INC.Broker
July 1989 - March 1990 · 8 mos
State Registrations35 states
ALAZCACOCTDCFLGAIAIDILINMAMDMIMNMOMSMTNCNJNMNYOHORPASCTNTXUTVAVTWAWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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