Ted Stone
Ted Stone is a registered investment advisor at Mcdonald Partners LLC, based in Fort Myers, FL, with 25 years of industry experience. Ted 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
Fort Myers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ted is the Vice President of the Farwell Lake Riparian Association, a non-profit organization, in an uncompensated role. Additionally, Ted is a licensed insurance agent selling life and health insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Mcdonald Partners LLC
Previous Registrations
National Planning CorporationBroker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
State Registrations16 states
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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