Jeffrey Macdonagh is a CFA-designated registered investment advisor at Grandfield & Dodd, LLC, based in New York, NY, with 4 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 761 clients with $2B 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 | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
40 Wall Street, Suite 4700, New York, NY, 10005
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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
Jeffrey serves on the Board of Directors of Pro Mujer, Inc., a charitable organization focused on financial services and microfinance, since 2018. He dedicates a few hours per week to board oversight and senior management team duties.
Employment History
Current Registrations
Grandfield & Dodd, LLC
State Registrations2 states
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