Kenneth Macdonald
Kenneth Macdonald is a registered investment advisor at Panorama Wealth Advisors, based in Greenwood Village, CO, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 270 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Panorama Wealth Advisors charges a quarterly fee for investment management services, billed in advance and based on the value of your account. The maximum annual advisory fee is 1.5%. The initial billing is prorated. Fees may vary based on account size and complexity and may be negotiable. Related client accounts may be combined for fee calculation purposes, potentially resulting in lower fees. Panorama may utilize a third-party money manager, in which case total fees will not exceed 2.5%.
Location
5619 Dtc Parkway, Suite 425, Greenwood Village, CO, 80111
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
Kenneth is a Managing Partner/Advisor at Panorama Wealth Advisors dba MacDonald Financial Services, dedicating full-time hours to financial planning and investment management. He also works as an agent for MacDonald Financial Services, Inc., providing fixed/traditional insurance advice for a few hours per week.
Employment History
Current Registrations
Panorama Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Infinium Investment Advisors, LLC
Spc
Sigma Financial CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations12 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.