Fee Only Fiduciary

As a Fee-Only Fiduciary, I have taken an oath to place your very best interests first.  I am compensated only by my clients to create and manage comprehensive financial plans. For nearly 20 years, I’ve helped my clients identify and achieve goals through financial services. At MacDonald Wealth Associates, your priorities are ours.

Our Comprehensive Financial Planning consists of an initial engagement fee ranging from $1,000 - $2,000, depending on the complexity of your situation. During the first 30 days, we will work closely together to establish your priorities and create your wealth plan. We will meet in person at least twice during this period.

 

 If your wealth plan does not include investment management, an ongoing monthly subscription fee of $300 per month is billed monthly or quarterly for ongoing comprehensive financial planning. We will then establish our schedule for the next 12 months that includes a series of check-in calls, either in person or video meetings and an annual review.

Our Investment Management fee includes ongoing comprehensive financial planning services. Your goals are at the heart of our service. We believe in long term investment strategies that keep you in line with your wealth plan.  

 

                 

Account Value         Annual Advisory Fees 

$100,000* - $500,000                 1.50%

$500,001 - $1,000,000                1.25%

$1,000,001 - $5,000,000             1.00%

$5,000,000 and Above               Negotiable

*Minimum account size for investment management is $100,000.

ADV 2 A and B