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Devon Mcardle

Mcdonald Partners LLC
26 Years of Experience
Ann Arbor, MI
Broker
View SEC Summary
View SEC Summary

Devon Mcardle is a registered investment advisor at Mcdonald Partners LLC, based in Ann Arbor, MI, with 26 years of industry experience. Devon 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.

Mcdonald Partners LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,170 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K3.00%
$500K - $1.1M2.50%
$1.1M - $2.0M2.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3055 Miller Rd, Ann Arbor, MI, 48103

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mcdonald Partners LLC
January 2008 - Present · 18 yrs 9 mos
Mcdonald Partners LLCBroker
January 2008 - Present · 18 yrs 9 mos
Mcdonald Partners LLC
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
Fifth Third Securities, INC.Broker
September 2007 - January 2008 · 4 mos
Fifth Third Securities, INC.
September 2007 - January 2008 · 4 mos
Fifth Third Securities, INC.Broker
February 2006 - June 2006 · 4 mos
Mcdonald Investments INC.
March 2004 - November 2005 · 1 yr 8 mos
Mcdonald Investments INC.Broker
March 2004 - November 2005 · 1 yr 8 mos
Credit Suisse First Boston CorporationBroker
April 1996 - November 2001 · 5 yrs 7 mos
State Registrations6 states
COFLINMAMIOH
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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