Brian Mcdonald is a registered investment advisor at Mcdonald Partners LLC, based in Shaker Heights, OH, with 9 years of industry experience. Brian 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
Shaker Heights, OH
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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 Activities
Brian is the Executive Director of the Joan C Edwards Charitable Foundation and Chairperson of the Board of Trustees for the Cleveland School of Science & Medicine, each taking a few hours per week. He is also the sole member of Heights Audio LLC and Heights BBQ Association LLC, each requiring minimal time.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Previous Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Signator Investors, 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.
Exams
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