Timothy Norton
Timothy Norton is a registered investment advisor at Mcdonald Partners LLC, based in Cleveland, OH, with 44 years of industry experience. Their practice areas include Business Owners, Estate Planning, Retirement Planning. Their firm serves 1,347 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McDonald Partners offers investment management services. Fees vary depending on whether the account is fixed income only or equity/balanced.
Equity/Balanced Accounts:
- First $500,000: 3.00% annually
- Next $550,000: 2.50% annually
- Next $1,000,000: 2.00% annually
- Assets above $2,000,000: 1.50% annually
Fixed Income Only Accounts:
- First $500,000: 1.75% annually
- Next $550,000: 1.25% annually
- Next $1,000,000: 1.00% annually
- Assets above $2,000,000: 0.75% annually
Fees are negotiable and will not be changed without written notice. There are also fees for option trades and ACCESS accounts.
Location
1301 East 9th Street, Suite 3700, Cleveland, OH, 44114
Get directionsHistory
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 ActivitiesSells Insurance
Timothy is the sole owner of Norton Investment Advisory, Inc. and a board member of Caymus Funding Inc. He is also a licensed insurance agent selling variable annuity, life, and health insurance, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Previous Registrations
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Captrust Financial Advisors
Captrust Financial Advisors, LLCBroker
Mcdonald Investments INC.Broker
Kemper Securities Group, INC.Broker
Prescott, Ball & Turben, INC.Broker
Cg Equity Sales CompanyBroker
State Registrations15 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.