McDonald Partners is a registered investment advisor and broker-dealer headquartered in Cleveland, Ohio, with additional offices in Northern Ohio and Michigan. McDonald Partners offers customized investment management and financial planning services to individual and institutional clients. For portfolio management, McDonald Partners provides discretionary and non-discretionary services through various programs, including wrap-fee programs and specialized strategies like its Core equity portfolio. Financial planning is offered as a one-time project or through subscription-based levels ("Foundation", "Growth", and "Legacy"). Depending on the agreement, investment management can be bundled with ongoing financial planning. McDonald Partners also assists clients with retirement planning, tax planning strategies, cash flow analysis, risk management, and estate planning coordination, while utilizing RBC Correspondent Services as its primary clearing firm and qualified custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.1M | 2.50% |
| $1.1M - $2.0M | 2.00% |
| $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.