James Mcdonald is a registered investment advisor at Wise Wealth Management, LLC, based in New York, NY, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 102 clients with $120M 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 $400K | 2.00% |
| $400K - $700K | 1.50% |
| $700K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Location
100 Park Avenue, Suite 1600, New York, NY, 10017
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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 →Employment History
Current Registrations
Wise Wealth Management, LLC
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Vicus Capital, INC.
Walnut Street Securities, INC.
NFP Securities, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Christopher Street Financial, INC.Broker
State Registrations2 states
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