Steven Rivkin is a registered investment advisor at Mcdonald Partners LLC, based in Beachwood, OH, with 12 years of industry experience. Steven 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
23811 Chagrin Blvd Suite 275, Beachwood, OH, 44122
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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
Steven provides accounting services to individuals, small businesses, and non-profits as a proprietor, dedicating a few hours per week. He also serves as a controller for Rabbinical College of Telshe Inc., treasurer for the Jewish Voters Association, board member for Cleveland Kashruth Organization, and registered owner for New Heights Gymnastics Academy LLC, each requiring minimal time.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Previous Registrations
Ramat Securities LTD.Broker
State Registrations12 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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