TM
TM
Touchstone Mcdonald
23 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
331 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$461.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1619 E Common St., Suite 1101, New Braunfels, TX, 78130
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2011Closed-No Action
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 · 9 yrs 8 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.