MACDONALD WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- MANSFIELD, Massachusetts
- CRD number
- 300063
- Website
- www.macdonaldwealth.net
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals67.78%
- HNWI32.08%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Macdonald Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and operates as a capital allocator rather than a pure execution shop. Core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection (third‑party advisers), and client education through seminars and workshops. Its fee arrangements are flexible: percentage of AUM, hourly, and fixed fees are all used. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities38%
Owners & executives
1 of 1Christopher Dupont
Chief Compliance OfficerCRD 8245769
Contacts
1 of 1KATIE MACDONALD
Owner and Financial AdvisorCRD 4836269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MANSFIELD, MA
BRISTOL
Location
MANSFIELD, MA
Headquartered in MANSFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BRISTOL
- Address
- 200 Chauncy St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
COPPER BEECH WEALTH MANAGEMENT
RIAMANSFIELD, MA
DELPHINUS FINANCIAL ADVISORS, LLC
RIAMANSFIELD, MA
CRYSTAL CAPITAL MANAGEMENT CORPORATION
RIASAUGUS, MA
BENTLEY WEALTH MANAGEMENT, LLC
RIAMARBLEHEAD, MA
GENERATIONS RETIREMENT GROUP, LLC
RIABRAINTREE, MA
PATRIOT MULLARE ASSOCIATES, INC
RIAHINGHAM, MA