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Peter Mcdonald

Equitable Advisors, LLC
22 Years of Experience
Kendallville, IN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Peter Mcdonald is a registered investment advisor at Equitable Advisors, LLC, based in Kendallville, IN, with 22 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.

Equitable Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4651 advisors
Number of Clients
73,011 clients
Average Client Portfolio
$582K average
Assets Under Management
$42.5B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

View Full SEC Brochure

Location

113 North Main Street, Suite 2, Kendallville, IN, 46755

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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
December 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter has outside insurance appointments with United Healthcare (health insurance since 2016) and Health Benefits Inc. (dental insurance since 2017). Peter also serves as an administrator or executor of estates or trustee of trusts.

Employment History
Current Registrations
Equitable Advisors, LLCBroker
August 2011 - Present · 15 yrs 2 mos
Equitable Advisors, LLC
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
PNC Investments
November 2009 - August 2011 · 1 yr 9 mos
PNC InvestmentsBroker
November 2009 - August 2011 · 1 yr 9 mos
Natcity Investments, INC.Broker
February 2008 - November 2009 · 1 yr 9 mos
Natcity Investments, INC.
February 2008 - November 2009 · 1 yr 9 mos
Edward Jones
December 2007 - January 2008 · 1 mo
Edward JonesBroker
August 2004 - January 2008 · 3 yrs 5 mos
State Registrations25 states
AZFLGAIAIDILINLAMAMDMIMOMSNCNMNYOHPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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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