WM
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William Mcdonald
24 Years of Experience
Nolensville, TN
1 Disclosure
William Mcdonald is a registered investment advisor at Retirement Planning Solutions, LLC, based in Nolensville, TN, with 24 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 70 clients with $48M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
70 clients
Average Client Portfolio
$681K average
Assets Under Management
$47.7M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
All fees, and the minimum account size, are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Nolensville, TN
Get directionsHistory
Regulatory History (1)
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Regulatory
May 2022Final
Employment History
Current Registrations
Retirement Planning Solutions, LLC
July 2004 - Present · 21 yrs 10 mos
Previous Registrations
H.D. Vest Advisory Services, INC
April 2003 - August 2004 · 1 yr 4 mos
H.D. Vest Investment ServicesBroker
March 2003 - August 2004 · 1 yr 5 mos
Waddell & Reed, INC.
January 2003 - March 2003 · 2 mos
Waddell & Reed, INC.Broker
August 2001 - March 2003 · 1 yr 7 mos
State Registrations2 states
TNWI
Advisor
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
No exam information available for this advisor.