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Nathan Wood

Mcdonald Partners LLC
4 Years of Experience
Toledo, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Nathan Wood is a registered investment advisor at Mcdonald Partners LLC, based in Toledo, OH, with 4 years of industry experience. Nathan 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.

Mcdonald Partners LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,170 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K3.00%
$500K - $1.1M2.50%
$1.1M - $2.0M2.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Seagate, Suite 1825, Toledo, OH, 43604

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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.

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Other Business ActivitiesSells Insurance

Nathan is a licensed insurance agent selling variable annuity, life, accident, and health insurance. He dedicates minimal time to these activities.

Employment History
Current Registrations
Mcdonald Partners LLC
July 2022 - Present · 4 yrs 3 mos
Mcdonald Partners LLC
June 2022 - Present · 4 yrs 4 mos
Mcdonald Partners LLCBroker
June 2022 - Present · 4 yrs 4 mos
State Registrations13 states
ALCACOFLGAILMDMIMONMOHPATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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