Jeffrey Macdonald
Jeffrey Macdonald is a CFP, ChFC-designated registered investment advisor at Investment Management & Planning LLC, based in Fort Myers, FL, with 18 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 511 clients with $240M 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 | 2.50% |
Fees are negotiable and vary by program, not to exceed 2.5% for general asset management (though certain specialized programs like Manager Access Select allow up to 3.0%).
Fee Estimator
Location
6361 Presidential Court, Unit C-108, Fort Myers, FL, 33919
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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 is associated with Investment Management & Planning, LLC as a registered investment advisor since 2015, dedicating full-time hours to this role. He also has a DBA, MacDonald Wealth Advisors, LLC, for tax purposes only.
Employment History
Current Registrations
Investment Management & Planning LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations17 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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