Donald Mccarty is a CFP-designated registered investment advisor at Financial Decision Partners, LLC, based in Snellville, GA, with 12 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $14M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable. For non-discretionary asset management, the annual fee is 1%.
Fee Estimator
Location
Snellville, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Decision Partners, LLC
State Registrations1 state
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