Scott Mcdonald
Scott Mcdonald is a ChFC-designated registered investment advisor at Mwa Financial Services, INC., based in Grand Rapids, MI, with 21 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,012 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Adviser-managed and third-party managed accounts charge annual fees ranging from 0.25% to 1.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
890 3 Mile Road NW, Suite 1, Grand Rapids, MI, 49544
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 Activities
Scott is a member of the St. Maximilian Kolbe Finance Council and a church council member in Scarborough, ME. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations16 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.
Exams
More Advisors
- Clint Pogemiller, CFPMwa Financial Services, INC.
- Raymond Llewellyn, CFA, CFPCerity Partners LLC
- Angela Brooks, CFPFamily Capital Management
- Mark Pearson, CFPNorthwestern Mutual Investment Services,llc
- Nathan Luke, CFPMercer Global Advisors INC.
- Aaron Louisell, CFPRaymond James & Associates, INC.