Jeffrey Mercer is a registered investment advisor at Mcdonald Capital Management, based in Lubbock, TX, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 183 clients with $360M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Institutional and charitable accounts range from 0.50% to 0.60%. Some legacy clients have negotiated fees that differ from the above fee schedule. When determining the breakpoints for fee billing, the firm will combine the value of household accounts.
Fee Estimator
Location
1655 Main Street, Suite 203, Lubbock, TX, 79401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mcdonald Capital Management
State Registrations1 state
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