MacDonald Wealth Associates is a registered investment advisor based in Las Vegas, Nevada, founded and led by Rebecca MacDonald. The firm specializes in managing individual investment portfolios alongside comprehensive financial planning services. MacDonald Wealth Associates works closely with individuals, families, business owners, trusts, and charitable organizations to build tailored investment strategies based on each client's specific goals, tax considerations, and risk tolerance. In addition to core portfolio management, MacDonald Wealth Associates offers advisory services covering business planning, cash flow and debt management, education funding, estate and legacy planning, insurance evaluation, retirement planning, tax-aware strategies, philanthropic consulting, and family governance. The firm adopts a personalized approach, using both active and passive investment strategies—including individual stocks, bonds, mutual funds, exchange-traded funds, and options strategies—to help clients achieve long-term financial independence.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.65% |
| $15M+ | 0.65% |
Accounts under $2,500,000 are considered on a case-by-case basis with rates up to 2.00%. Fees for amounts over $15,000,000 are negotiable.