Maryanne Battistone
Maryanne Battistone is a registered investment advisor at Mcdonald Partners LLC, based in Concord, OH, with 32 years of industry experience. Maryanne 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.
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 | 3.00% |
| $500K - $1.1M | 2.50% |
| $1.1M - $2.0M | 2.00% |
| $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
Location
Concord, OH
Get directionsHistory
Regulatory History (3)
Judgment / Lien
April 2010Customer Dispute
August 2008Customer Dispute
March 2008Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Mcdonald Partners LLC
Previous Registrations
UBS Financial Services INC.Broker
Mcdonald Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith 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.
Exams
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