JH
CFA

Jonathan Daniel Hartzler

19 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 Activities

Jonathan is involved in three outside business activities: 10H LLC, real estate rental since 2014, and real estate rental in Durham, NC since April 2024. He dedicates minimal time to the Durham property.

Employment History
Current Registrations
Mcdonald Partners LLC
November 2024 - Present · 1 yr 2 mos
Mcdonald Partners LLC
November 2024 - Present · 1 yr 2 mos
Mcdonald Partners LLC Broker
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Tyler-Stone Wealth Management, LLC
December 2021 - November 2024 · 2 yrs 11 mos
LPL Financial LLC Broker
November 2021 - October 2024 · 2 yrs 11 mos
CBIZ Financial Solutions, INC. Broker
March 2018 - November 2021 · 3 yrs 8 mos
Longbow Securities, LLCBroker
July 2006 - February 2018 · 11 yrs 7 mos
State Registrations48 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.