MN

Matthew Andrew Norton

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 (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2024
Settled
Other Business ActivitiesSells Insurance

Matthew is a board member of The Ohio Virtual Academy. He is also a licensed insurance agent selling life, health, and long-term care insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Mcdonald Partners LLC
November 2010 - Present · 15 yrs 2 mos
Mcdonald Partners LLC
November 2010 - Present · 15 yrs 2 mos
Mcdonald Partners LLC Broker
November 2010 - Present · 15 yrs 2 mos
Previous Registrations
Edward Jones
January 2007 - November 2010 · 3 yrs 10 mos
Edward Jones Broker
November 2006 - November 2010 · 4 yrs
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.