Kenneth Mcdonald
Kenneth Mcdonald is a registered investment advisor at Maxim Financial Advisors LLC, based in Woodbury, NY, with 36 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 775 clients with $450M 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 |
|---|---|
| Any | 2.50% |
Wrap program asset management fees range from 10 basis points (0.10%) to 250 basis points (2.50%) and are negotiated at the time the client signs the contract. Customized hedge fund portfolios charge up to 1.50% annually.
Fee Estimator
Location
20 Crossways Park Drive North, Suite 304, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2002Customer Dispute
January 2002Customer Dispute
June 2001Other Business Activities
Kenneth is a property owner of 42 High LLC, which he uses as a home/office rental. He dedicates minimal time to this activity.
Employment History
Current Registrations
Maxim Financial Advisors LLC
Maxim Group LLCBroker
Previous Registrations
Maxim Financial Advisors LLC
Maxim Advisory LLC
Investec Ernst & CompanyBroker
Royce Investment Group, INC.Broker
State Registrations28 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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