James Mcdonald is a registered investment advisor at Wise Wealth Management, LLC, based in Ft. Lauderdale, FL, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 79 clients with $130M 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% |
Fees are charged quarterly in advance based on the market value of assets on the last day of the previous quarter.
Fee Estimator
Location
Ft. Lauderdale, FL
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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 LLCBroker
Cetera Advisor Networks LLC
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
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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