Timothy J McDonald CPA CFP offers personalized financial planning and investment management services to individuals. These services include financial planning, retirement planning, tax planning, investment management, and estate planning. Fees are based on a percentage of assets they manage, hourly fees, or fixed fees, depending on the services provided.
Assets Under Management$65M
Clients60
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$65M
Fee Structure
Fees are charged based on a percentage of the assets managed, but the specific percentage is not listed in this brochure. Contact Timothy J McDonald CPA CFP for more information.
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