McDonald Capital Management provides financial planning and investment management services to individuals and families. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment strategies, education funding, retirement planning, and estate planning. McDonald Capital Management has discretionary authority over managed accounts and places trades for clients under a limited power of attorney.
Fee Structure
McDonald Capital Management charges a fixed annual fee, ranging from $1,000 to $18,000, depending on the level of assets managed, the amount of work, and the level of expertise required. The annual fee is negotiable based on the client's circumstances. One-quarter of the annual fee is invoiced quarterly in arrears.