John Mcardle is a registered investment advisor at Mcdonald Partners LLC, based in Toledo, OH, with 17 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,170 clients with $1.3B 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 $500K | 3.00% |
| $500K - $1.1M | 2.50% |
| $1.1M - $2.0M | 2.00% |
| $2M+ | 1.50% |
Schedule reflects maximum fees for Equity/Balanced accounts. Fixed income accounts have separate, lower tiers starting at 1.75% for the first $500K down to 0.75% for assets above $2M. Fees are subject to negotiation.
Fee Estimator
Location
One Seagate, Suite 1825, Toledo, OH, 43604
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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
John works as a ski instructor at Mt. Brighton Ski & Ride School, dedicates a few hours per week to hourly sports lessons through Kasota Sports LLC, and works at Clear Lake Marina for about 10-20% of his time. None of these activities are investment-related.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Previous Registrations
Thomas Mcdonald Partners, LLCBroker
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations2 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
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