JR

Jacqueline Susan Randall

31 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
1,347 clients
Average Client Portfolio
$956K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$4,000 - $10,000

McDonald Partners charges fees based on a percentage of assets under management. These fees vary depending on whether the account is fixed income only or equity/balanced. For fixed income accounts, the maximum fee is 1.75% on the first $500,000, decreasing to 0.75% for assets above $2,000,000. For equity/balanced accounts, the maximum fee is 3.00% on the first $500,000, decreasing to 1.50% for assets above $2,000,000. Option trades are $9.00 per trade plus $0.50 per option contract (minimum $3.00). ACCESS accounts have a $9.00 per trade transaction fee + 0.04% ($40 minimum) fee for performance reporting. Financial planning fees are either a flat fee or subscription-based, ranging from $4,000 to $10,000 annually for Foundation, Growth, and Legacy clientships, respectively. Fees are negotiable depending on specific circumstances.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

1301 East 9th Street, Suite 3700, Cleveland, OH, 44114

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jacqueline is a licensed insurance agent selling variable annuity, life, accident, and health insurance with various companies and earns commissions. She spends about half her time on these activities.

Employment History
Current Registrations
Mcdonald Partners LLC
February 2013 - Present · 12 yrs 11 mos
Mcdonald Partners LLC
February 2013 - Present · 12 yrs 11 mos
Mcdonald Partners LLC Broker
February 2013 - Present · 12 yrs 11 mos
Previous Registrations
David A. Noyes & Company
July 2007 - March 2013 · 5 yrs 8 mos
David A. Noyes & CompanyBroker
November 2001 - March 2013 · 11 yrs 4 mos
Firstmerit Securities, INC.Broker
December 1995 - January 2002 · 6 yrs 1 mo
Marketing One Securities, INC.Broker
January 1994 - December 1995 · 1 yr 11 mos
State Registrations5 states
FLILOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.