Jonathan Hartzler is a CFA-designated registered investment advisor at Mcdonald Partners LLC, based in Cleveland, OH, with 19 years of industry experience. Their practice areas include Business Owners, Estate Planning, Retirement Planning. Their firm serves 1,347 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McDonald Partners offers investment management services. Fees vary depending on whether the account is fixed income only or equity/balanced.
Equity/Balanced Accounts:
- First $500,000: 3.00% annually
- Next $550,000: 2.50% annually
- Next $1,000,000: 2.00% annually
- Assets above $2,000,000: 1.50% annually
Fixed Income Only Accounts:
- First $500,000: 1.75% annually
- Next $550,000: 1.25% annually
- Next $1,000,000: 1.00% annually
- Assets above $2,000,000: 0.75% annually
Fees are negotiable and will not be changed without written notice. There are also fees for option trades and ACCESS accounts.
Location
1301 East 9th Street, Suite 3700, Cleveland, OH, 44114
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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
Jonathan is involved in three outside business activities: 10H LLC, real estate rental since 2014, and real estate rental in Durham, NC since April 2024. He dedicates minimal time to the Durham property.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Previous Registrations
Tyler-Stone Wealth Management, LLC
LPL Financial LLCBroker
CBIZ Financial Solutions, INC.Broker
Longbow Securities, LLCBroker
State Registrations48 states
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