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Credentials
None foundExperience Industry experience
3 years
Location
Remote
RBC PRIVATE COUNSEL (USA) INC.
Enterprise
Total advisors
306Clients per advisor
19 Very LowAvg AUM per client
$1,146,257 HighHNW client ratio
22% TypicalAlan Mac Donald is a financial advisor at RBC Private Counsel (USA) Inc. with three years of industry experience. He has worked at RBC Private Counsel (USA) Inc. since 2018 and has prior experience with RBC Dominion Securities Inc. and Richardson GMP (USA) Limited. Outside of his advisory roles, he was involved with The Copperjar System and Trans Canada Trail between 2011 and 2017. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts. The firm serves individuals, families, business owners, and not-for-profits, using a multi-manager, multi-asset-class approach supported by RBC’s global asset management affiliates and a dedicated risk group.
Based on RBC PRIVATE COUNSEL (USA) INC.
Based on RBC PRIVATE COUNSEL (USA) INC.
$0+: Up to 1.10% per annum base management fee (varies by asset thresholds) N/A - N/A: Additional costs up to 0.75% per annum apply to Specialty Assets (specialty fixed income, specialty equity, and specialty alternatives) N/A - N/A: 1.25% separate fee for 'Series O' Phillips, Hager & North Absolute Return Fund ('ARF' Series O)
Account minimum: CDN $1 million (may be lowered or waived at discretion) Fee-only: Investment management fees include portfolio management, reporting, and administration; fees are charged monthly in arrears based on month-end portfolio value.
Texas
3 years of industry experience
RBC Private Counsel (USA) Inc.
2018 - Present • 8 years
Toronto
RBC Dominion Securities Inc
2017 - Present • 9 years
Toronto
Richardson GMP (USA) Limited
2014 - 2017 • 3 years
Toronto
The Copperjar System
2011 - 2017 • 6 years
Ottawa
Trans Canada Trail
2011 - 2017 • 6 years
Montreal
Richardson GMP Limited / Richardson GMP Limitée
2009 - 2017 • 8 years
Toronto
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Other specialized services
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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