Katie Macdonald is a CFP-designated registered investment advisor at Macdonald Wealth Management, LLC, based in Mansfield, MA, with 17 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 123 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable depending on individual client circumstances. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Location
200 Chauncy Street, Suite 210, Mansfield, MA, 02048
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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 →Other Business Activities
Katie owns and manages Financially Fit with Katie, LLC, offering general financial advice and counseling since August 2021. This activity takes about 10-20% of Katie's time.
Employment History
Current Registrations
Macdonald Wealth Management, LLC
Previous Registrations
Beck Bode LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Pruco Securities, LLC.Broker
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
State Registrations4 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.