Patricia Macdonald
Patricia Macdonald is a registered investment advisor at First Citizens Investor Services, INC., based in Boston, MA, with 15 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,706 clients with $2.1B 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 $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
These fees apply to First Citizens Wealth Management and First Citizens Investor Services Wealth Strategies Portfolio Management. Third-Party Manager fees can be up to 0.55% in addition to the program fee. Tax Aware Services are offered with Portfolio Manager Program and First Citizens Wealth Management Services at an additional fee of 0.53% of the assets in the account. First Citizens Guided Investing has a fee of 0.30%.
Fee Estimator
Location
53 State St, 28th Floor, Boston, MA, 02109
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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
Patricia works as a private banker for SVB Wealth and FCAM, meeting with clients to discuss investment capabilities. These roles each take about a quarter of Patricia's time, and compensation is part of her salary paid by FCIS.
Employment History
Current Registrations
Svb Wealth
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Previous Registrations
First Citizens Asset Management, INC
First Republic Securities Company, LLCBroker
State Registrations1 state
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