Macdonald Wealth Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and comprehensive financial planning to individuals, families, trusts, business owners, charitable organizations, nonprofit organizations, foundations and institutions. Investment management focuses on individual portfolios and generally requires a $2.5 million account minimum, while financial planning and related services such as philanthropic consulting and family governance are offered without a minimum.
The firm constructs client-specific investment policy statements and may manage accounts on a discretionary basis, combining passive and active strategies—including individual equities, options, ETFs and mutual funds—underpinned by fundamental, technical and cyclical analysis. Portfolio construction and supervision are guided by clients’ stated objectives, tax considerations and asset‑allocation targets, and clients may impose reasonable restrictions on securities or sectors.
The brochure highlights several features that are less common among peers: the firm provides educational seminars and speaking engagements, offers fixed‑fee and limited‑scope planning options alongside an hourly planning engagement, and delivers written or electronic plans with ongoing monitoring. It also discloses the recommendation or selection of outside managers for portions of client accounts and states that the firm does not act as a private fund adviser, while principals maintain separate entities to hold non‑public investments and a family foundation.
Client services
Expertise
Occupation focus
Fee options
Limited Scope Financial Planning fixed fees ranging from $2,500 - $30,000.
$2,500,000 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $15,000,000: 0.65% annually $15,000,001 - Negotiable: Negotiable
Financial Planning hourly fee at $575 per hour.
Comprehensive Financial Planning ongoing monthly fees ranging from $500 - $30,000 per month.
Account minimum: $2,500,000 Fee-only: Comprehensive Financial Planning: upfront fee $1,000 - $30,000 (depending on complexity), ongoing monthly fees $500 - $30,000 (depending on complexity); Limited Scope Financial Planning: fixed fees $2,500 - $30,000; Financial Planning Hourly Fee: $575 per hour.
Main office
10845 Griffith Peak # 2-119
Las Vegas NV 89135
Advisors at this office
1
Most active in
Nevada
Also doing business as
Macdonald Wealth Associates · Macdonald Wealth Associates LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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