Michael
Mcgrail
Mcdonald Partners LLC
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About this Advisor
Michael Mcgrail is a financial advisor working out of Toledo, Ohio, with 12 years of industry experience. Mcgrail is an advisor for Mcdonald Partners LLC. They have been with Mcdonald Partners Llc for their whole career. Mcgrail has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California, Ohio and Texas. Mcdonald Partners LLC is an advisory firm that has its headquarters in Cleveland, OH. It has offices in four locations and a total of 30 financial advisors. It administers $1 billion in assets under management across its 1,877 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm provides financial advice to 14 charitable organizations. Of its 1,877 accounts, 22% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually are based on which services the firm provides the client. Fees billed by Mcdonald Partners LLC most likely consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcdonald Partners LLC Brokerage Details
$1,088,900,270
30
1,877
$580,128
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Mcgrail Work History
Michael has been registered as a financial advisor for 12 years.*
Mcdonald Partners LLC
*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 Michael Mcgrail 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 Mcdonald Partners LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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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