Mcdonald Partners LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
$1.3B
Discretionary
$797M
62% of AUM
Accounts
1,765
Employees
29
Advisory reps
30
Brokerage reps
24

Firm details

Headquarters
Cleveland, Ohio
CRD number
135414
Registered since
May 6, 2005
Website
www.mcdonald-partners.com
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • HNWI38.46%
  • Individuals37.88%
  • Corporations / Businesses15.85%
  • Charitable Organizations4.95%
  • Pooled Investment Vehicles1.55%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcdonald Partners LLC is a limited liability company that operates as an independent broker-dealer and capital allocator. The firm has been SEC-registered since 2005 and serves both individual/family and institutional clients. Its business model combines broker-dealer activities with advisory services that include financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, pension consulting, and selection of other advisers. Revenue is derived through a mix of percentage-of-AUM fees, fixed fees, and commissions. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 38%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 3%, US Government Bonds 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds3%
  • US Government Bonds1%

Owners & executives

3 of 3
  • William Hegarty

    William Hegarty

    Chief Investment Officer/Portfolio ManagerCRD 2784174

  • Timothy Hanson

    Timothy Hanson

    Chief Operating OfficerCRD 6050443

  • Jaimie Palmer

    Jaimie Palmer

    Chief Compliance OfficerCRD 4930309

Contacts

3 of 27
  • Russell Wood

    Russell Wood

    Managing DirectorCRD 2290760

  • Kristen Kotlarz

    Kristen Kotlarz

    Senior Operations ManagerCRD 1997764

  • Joseph Stanzi

    Joseph Stanzi

    Managing DirectorCRD 1553829

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 208

Active vs passive

$116M in ETFs

Passive

62%

$72.1M

Active

34%

$44.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$12M17,48910.33%
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Location

Primary office

Cleveland, OH

Cuyahoga

Location

Cleveland, OH

Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
1301 E 9th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth