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Michael Mcdonald

Western Wealth Management LLC
31 Years of Experience
Happy Valley, OR
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Mcdonald is a registered investment advisor at Western Wealth Management LLC, based in Happy Valley, OR, with 31 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.

Western Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
11,253 clients
Average Client Portfolio
$476K average
Assets Under Management
$5.4B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.

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

Location

11050 SE 105th Ave., Happy Valley, OR, 97068

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History

Regulatory History (1)
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Criminal
April 1982
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael operates his LPL business under the DBA Western Wealth Management and is also a Registered Investment Advisor DBA, spending about a quarter of his time on these activities. He also works as a clerk at Costco and engages in internet sales on Ebay and Amazon, dedicating minimal time to the latter.

Employment History
Current Registrations
Western Wealth Management LLC
October 2016 - Present · 10 yrs
LPL Financial LLCBroker
September 2015 - Present · 11 yrs 1 mo
LPL Financial LLC
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
Financial Advocates Investment Management
October 2015 - November 2016 · 1 yr 1 mo
U.S. Bancorp Investments, INC.Broker
August 2009 - September 2015 · 6 yrs 1 mo
U.S. Bancorp Investments, INC.
August 2009 - September 2015 · 6 yrs 1 mo
Wells Fargo Investments, LLC
April 2008 - July 2009 · 1 yr 3 mos
Wells Fargo Investments, LLCBroker
April 2008 - July 2009 · 1 yr 3 mos
U.S. Bancorp Investments, INC.
January 2006 - April 2008 · 2 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
October 2004 - April 2008 · 3 yrs 6 mos
Mfs Fund Distributors, INC.Broker
October 2003 - July 2004 · 9 mos
Financial Network Investment Corporation
October 2002 - October 2003 · 1 yr
Financial Network Investment CorporationBroker
October 1999 - October 2003 · 4 yrs
United Planners' Financial Services of America a Limited PartnerBroker
September 1998 - September 1999 · 1 yr
Linsco/private Ledger CORP.Broker
June 1997 - August 1998 · 1 yr 2 mos
Sunamerica Securities, INC.Broker
September 1995 - April 1997 · 1 yr 7 mos
Linsco/private Ledger CORP.Broker
February 1994 - May 1995 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
September 1992 - December 1992 · 3 mos
American Express Financial Advisors INC.Broker
September 1992 - December 1992 · 3 mos
State Registrations7 states
AZCACONVORTXWA
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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