Tyler Bee Sturdivant

Mcdonald Capital Management

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth

Mcdonald Capital Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

170 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$306.1M

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $5.0M	0.75%
$5M+	0.50%

Household accounts can be combined for breakpoint determination. Some legacy clients have negotiated fees.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,500

Location

8001 Quaker Avenue, Suite J, Lubbock, TX, 79424

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History

Regulatory History

Clean regulatory record

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.