Nicholas Mcdonald
Nicholas Mcdonald is a registered investment advisor at One Capital Management, LLC, based in San Diego, CA, with 10 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,435 clients with $7B 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 $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
655 W Broadway, Suite 870, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
Criminal
August 2009Employment History
Current Registrations
One Capital Management, LLC
State Registrations1 state
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