TrueAdvisor
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MB
MB

Maryanne Rita Battistone

Mcdonald Partners LLC
31 Years of Experience
3 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersFinancial Planning & Coaching
Mcdonald Partners LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,347 clients
Average Client Portfolio
$956K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.03%
$500K - $1.1M0.03%
$1.1M - $2.0M0.02%
$2M+0.01%

Fees are subject to negotiation depending on specific circumstances.

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

Location

1301 East 9th Street, Suite 3700, Cleveland, OH, 44114

Get directions

History

Regulatory History (3)
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.
Judgment / Lien
April 2010
Customer Dispute
August 2008
Closed-No Action
Customer Dispute
March 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mcdonald Partners LLCBroker
June 2009 - Present · 16 yrs 8 mos
Mcdonald Partners LLC
June 2009 - Present · 16 yrs 8 mos
Mcdonald Partners LLC
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2007 - December 2008 · 1 yr 10 mos
Mcdonald Investments INC.Broker
March 1997 - February 2007 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1993 - April 1997 · 3 yrs 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.