Macdonald Wealth Management, LLC

Macdonald Wealth Management, LLC (CRD# 300063) is a financial advisory firm headquartered in Mansfield, MA. They manage $23,596,795 in 213 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 Chauncy Street, Suite 210, Mansfield, MA 02048
https://www.linkedin.com/in/katie-macdonald-cfp%c2%ae-crpc%c2%ae-cdfa%c2%ae-3079349/
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $110,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Macdonald Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Katie Macdonald, financial advisor Mansfield MA
Katie A. Macdonald
CRD#: 4836269
200 Chauncy Street, Suite 210, Mansfield, MA 02048

Katie Macdonald (CRD# 4836269) is an Investment Advisor Representative working at Macdonald Wealth Management, LLC in Mansfield, MA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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