James
Mcdonald
Wise Wealth Management, LLC
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About this Advisor
James Mcdonald is a financial advisor operating out of New York, New York with a total of 1 year of industry experience. Mcdonald is on the advisory team at Wise Wealth Management, LLC. Throughout their career, Mcdonald has worked at Walnut Street Securities, Inc, Pfg Financial Advisors, Cetera Advisor Networks LLC, Lpl Financial, LLC, Householder Group Estate & Retirement Specialists, Vicus Capital, Inc and Wise Wealth Management, LLC. Mcdonald holds Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Wise Wealth Management, LLC is an advisory firm based out of New York, NY. The investment advisory business has just two people on staff. It administers $94 million in assets under management between its 234 client accounts, placing it among the smaller firms in the country by assets under management. Of its 234 accounts, 55% are held by high-net-worth clients who have greater than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually vary depending on the type of services offered. Fee types charged by Wise Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wise Wealth Management, LLC Brokerage Details
$93,657,479
2
234
$400,246
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
James Mcdonald Work History
James has been registered as a financial advisor for 1 years.*
Wise Wealth Management, LLC
Lpl Financial, LLC
Householder Group Estate & Retirement Specialists
Cetera Advisor Networks LLC
Pfg Financial Advisors
Vicus Capital, Inc
Walnut Street Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Mcdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wise Wealth Management, LLC
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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