Macdonald Wealth Associates LLC

Overview

Macdonald Wealth Associates LLC is structured as a limited liability company owned by an individual and operates as a small, fee-based advisory practice. The firm offers financial planning and portfolio management for individuals and small businesses, and it provides selection-of-advisers services, periodic publications or newsletters, and educational seminars or workshops. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser is flagged as a capital allocator, which indicates it places client assets with outside managers or funds rather than relying solely on proprietary strategies. The firm is not identified as an active ESG investor and is not listed as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives