William Mcdonald
William Mcdonald is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Charlotte, NC, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
13830 Ballantyne Corporate Pl, Ste 200, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is employed at Central Piedmont Community College. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
LPL Financial LLCBroker
LPL Financial LLC
J.J.B Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
E*trade Advisory Services, INC.
E*trade Securities LLCBroker
H&r Block Financial Advisors, INC.Broker
Summit Brokerage Services, INC.Broker
Mony Securities CorporationBroker
The Advisors Group, INC.Broker
State Registrations8 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.