MB

Maryanne Rita Battistone

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 (3)
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Judgment / Lien
April 2010
Customer Dispute
August 2008
Closed-No Action
Customer Dispute
March 2008
Settled
Employment History
Current Registrations
Mcdonald Partners LLC Broker
June 2009 - Present · 16 yrs 7 mos
Mcdonald Partners LLC
June 2009 - Present · 16 yrs 7 mos
Mcdonald Partners LLC
June 2009 - Present · 16 yrs 7 mos
Previous Registrations
UBS Financial Services INC. Broker
February 2007 - December 2008 · 1 yr 10 mos
Mcdonald Investments INC.Broker
March 1997 - February 2007 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 1993 - April 1997 · 3 yrs 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.