Charles Mcdonald is a CFP-designated registered investment advisor at Cresscila Wealth Management, based in Bend, OR, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cresscila Wealth Management offers ongoing financial planning and portfolio management services at fixed annual fees:
- Standard Level: $6,000 per year, includes annual plan review, ongoing monitoring, on-demand planning conversations, four annual review meetings, and unlimited email support.
- Premier Level: $12,000 per year, includes all Standard level services plus tax-aware guidance, estate-aware guidance, advanced tax and planning projects, business owner support, and life events/major projects support.
These fees are negotiable.
Location
Bend, OR
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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 →Employment History
Current Registrations
Cresscila Wealth Management
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Painewebber INC.
State Registrations1 state
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