McDonald Capital Management provides personalized investment management and financial planning services for individuals, high net worth clients, trusts, estates, and retirement plans. Operating since 1990 in Lubbock, Texas, McDonald Capital Management builds tailored investment portfolios based on each client's specific goals, time horizon, risk tolerance, and tax considerations. The firm uses various analytical methods including fundamental, technical, and mutual fund/ETF analysis, and implements strategies ranging from global tactical asset allocation to quantitative equity screens. McDonald Capital Management also offers consulting services for specific topics like retirement planning or portfolio reviews, and provides financial planning covering cash flow, debt management, college savings, and estate planning. While McDonald Capital Management primarily focuses on separately managed accounts, the firm also manages private investment funds for accredited investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Household accounts are combined for breakpoint determination. Institutional and charitable accounts range from 0.50% to 0.60%. Fees are negotiable.