Mcdonald Partners LLC

McDonald Partners LLC, established in 2005 by Thomas McDonald, is a registered investment adviser and broker-dealer based in Cleveland, Ohio. The firm offers personalized investment management services to individual and institutional clients, including various advisory programs such as wrap programs, financial planning, retirement plan consulting, and customized portfolio management services. Clients are charged a single fee based on assets under management, covering portfolio management, trading commissions, and custody services. The minimum initial investment for the Flex Account program is $25,000, while the minimum account size for investing in Hegarty Asset Management is $250,000. The firm's investment strategies include fundamental, technical, and cyclical analysis, with a focus on individualized advice tailored to clients' financial goals and risk tolerance. McDonald Partners also discloses disciplinary information, including past fines and violations, and provides details on its business continuity plan, client contact with portfolio managers, and code of ethics. Clients have the option to impose restrictions on investing in certain securities, and the firm does not charge performance-based fees. McDonald Partners emphasizes a fiduciary duty to act in clients' best interests and provides ongoing account monitoring and performance reporting.