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Touchstone Mcdonald

Oakwell Private Wealth Management
24 Years of Experience
New Braunfels, TX
1 DisclosureSells Insurance
View SEC Summary
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Touchstone Mcdonald is a registered investment advisor at Oakwell Private Wealth Management, based in New Braunfels, TX, with 24 years of industry experience. Touchstone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 453 clients with $670M in assets under management.

Oakwell Private Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
453 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$668.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5M+0.55%

Fees are annual, billed monthly or quarterly in arrears, and may be negotiable based upon certain circumstances. Flat fees may also be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1619 E Common St., Suite 1101, New Braunfels, TX, 78130

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2011
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Touchstone is a registered investment advisor with Strategic Financial Concepts, LLC, dedicating nearly full-time hours. He also provides fixed and variable insurance and annuities through National Financial Alliance, LLC, and works with Legacy CFO, LLC, an insurance agency; these activities take about half his time.

Employment History
Current Registrations
Oakwell Private Wealth Management
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
September 2009 - August 2016 · 6 yrs 11 mos
Mutual Service CorporationBroker
October 2008 - September 2009 · 11 mos
Strategic Financial Concepts, LLC
June 2007 - April 2017 · 9 yrs 10 mos
Sutterfield Financial Group, INC.
January 2006 - February 2008 · 2 yrs 1 mo
American General Securities IncorporatedBroker
October 2002 - October 2008 · 6 yrs
Franklin Financial Services CorporationBroker
March 2002 - October 2002 · 7 mos
State Registrations1 state
TX
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.
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