Rory Mcdonald
Rory Mcdonald is a registered investment advisor at Monticello Financial Advisors, based in Mount Pleasant, TX, with 19 years of industry experience. Rory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 108 clients with $2.8M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
All fees are negotiable. Fees for cash/cash equivalents/index are 0.50%. Investment of funds withdrawn from any security or insurance product that was purchased through Monticello Financial Group, LLC., into investment accounts held through Monticello Financial Advisors will not be charged an advisory fee.
Fee Estimator
Location
107 East Eleventh Street, Mount Pleasant, TX, 75455
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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 ActivitiesSells Insurance
Rory owns Annuity Knowledge Systems, analyzing client financial and variable annuity data, dedicating about half of his time. He also owns Mc2 Tax Consulting Services, LLC, providing tax return preparation and consulting, taking minimal time. Rory is also a licensed insurance agent and may offer insurance products on an as-needed basis.
Employment History
Current Registrations
Monticello Financial Advisors
Previous Registrations
Prosperity Wealth Management, INC.
Prosperity Wealth Management, INC.
Capital Investment Group, INC.Broker
Wfg Investments, INC.Broker
Qa3 Financial CORP.Broker
Ing Financial Partners, INC.Broker
State Registrations1 state
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.