AdvisorRanked
66
Some Concerns

MCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114
commissionSEC Registered
216-912-0567 HTTP://MANSOURWEALTHMANAGEMENT.COM/ CRD #135414
Visit Website
$1.3B
Assets Managed
29
Clients
29
Employees
21
Years Active
since 2005

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46119. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: Yes

This firm is affiliated with a broker-dealer, which means they may earn commissions on product sales — creating a potential conflict between their revenue and your best interest.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46119

3 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 3

Complaint ratio: 10.34 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameMCDONALD PARTNERS LLC
CRD Number#135414
SEC RegisteredYes
Registration Date2005-05-06
States RegisteredOH
Assets Under Management$1.3B
Number of Clients29
Employees29
Compensation Typecommission
Last ADV Filing46119

Other Advisors in CLEVELAND

100

ANCORA RETIREMENT PLAN ADVISORS, LLC

CLEVELAND, OH · Since 2007

$1.5B AUM22 clientsFee: 0%
FiduciaryFee-Only
100

VANTAGE FINANCIAL GROUP, INC.

CLEVELAND, OH · Since 1988

$867M AUM22 clientsFee: 0%
FiduciaryFee-Only
100

HIGHLAND CONSULTING ASSOCIATES INC.

CLEVELAND, OH · Since 1994

$21.9B AUM17 clientsFee: 0%
FiduciaryFee-Only
View all advisors in CLEVELAND →

Frequently Asked Questions

Is MCDONALD PARTNERS LLC a fiduciary?

No. MCDONALD PARTNERS LLC is not registered as an RIA and is not legally bound by the fiduciary standard.

How does MCDONALD PARTNERS LLC charge clients?

MCDONALD PARTNERS LLC uses a commission compensation model. They also earn commissions on product sales, which may create conflicts of interest. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does MCDONALD PARTNERS LLC have any complaints?

Yes. MCDONALD PARTNERS LLC has 3 complaint(s) on record. Their complaint ratio is 10.34 per 100 clients (industry average: ~0.15).

How does MCDONALD PARTNERS LLC compare to other advisors in CLEVELAND?

MCDONALD PARTNERS LLC has a Red Flag Score of 66/100. There are 34 registered advisory firms in CLEVELAND. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46119. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.