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Donald Mclaughlin

Advisor at McLaughlin Asset Management, Inc.

Updated today

Location

Danville, IL 61832

Credentials

Series 65

Industry experience

22 years

About

Donald Mclaughlin is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with McLaughlin Asset Management, Inc. and has worked at First National Bank of Danville since 1983. McLaughlin Asset Management serves individuals, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a range of investment strategies including ETFs, mutual funds, bond ladders, and options overlays.

Client services

Based on McLaughlin Asset Management, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on McLaughlin Asset Management, Inc.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance

Occupation focus

Based on McLaughlin Asset Management, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Negotiated fixed fees for one-time or ongoing financial planning or investment consulting for non-discretionary clients

Percentage

$0 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.40% annually

Other

Account minimum: $1,000,000 Fee-only: Financial planning services included at no additional cost for discretionary clients; fixed fees for non-discretionary financial planning negotiated case-by-case

Location

1905 Us Route 150 Ste E

Danville, IL 61832

Most active in

Illinois · Indiana

Work history

McLaughlin Asset Management

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
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Dean S

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Danville, IL

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