Matthew Mcdonald
Matthew Mcdonald is a registered investment advisor at Spc, based in Walled Lake, MI, with 29 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
126 W Walled Lake Drive, Walled Lake, MI, 48390
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2025Customer Dispute
April 2022Customer Dispute
October 2021Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Matthew sells term, group, and individual health insurance, as well as fixed and fixed index annuities through McDonald Financial. He also owns rental properties, assists his spouse with a used vehicle business, and is a board member for the Walled Lake Downtown Development Authority.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 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.