David Mcdonald is a registered investment advisor at Mfg Capital, INC., based in Trenton, MI, with 26 years of industry experience. David 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, and 1 more. Their firm serves 211 clients with $40M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
1861 S. Trenton Dr., Suite 101, Trenton, MI, 48183
Get directionsHistory
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 ActivitiesSells Insurance
David works as an insurance agent selling insurance products through McDonald Financial Group. This activity takes a few hours per week and does not occur during securities trading.
Employment History
Current Registrations
Mfg Capital, INC.
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Robert B. Ausdal & CO. INC.Broker
Samco Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
Nylife Securities INC.Broker
Woodbury Financial Services, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations1 state
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.