GM
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George Macdonald
31 Years of Experience
Portland, OR
1 Disclosure
George Macdonald is a registered investment advisor at Phillips and Company Advisors LLC, based in Portland, OR, with 31 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,525 clients with $2.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,525 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.3B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.95% |
| $2.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.05% |
Fees are negotiable. Some accounts will be charged 10% of the growth in the account balance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
521 SW 11th Avenue, Suite 200, Portland, OR, 97205
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
January 2025Employment History
Current Registrations
Phillips and Company Advisors LLC
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Phillips & Company
March 2004 - December 2013 · 9 yrs 9 mos
Phillips & CompanyBroker
November 1994 - March 2025 · 30 yrs 4 mos
State Registrations15 states
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Advisor
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Exams
No exam information available for this advisor.