MacDonald Wealth Management offers investment advice and financial planning to individuals. The firm provides discretionary portfolio management tailored to client needs. Financial planning services range from broad-based to single-subject planning. They may recommend third-party money managers and monitor their performance. They also cater to athletes and entertainers.
Assets Under Management$30M
Clients123
Advisors1
Avg. per Client$250K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable depending on individual client circumstances. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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