Matthew Andrew Norton
Investment Adviser Representative at MCDONALD PARTNERS LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Andrew Norton has worked in the securities industry since 2006. They are registered to provide investment advisory services in 13 U.S. states.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Fixed Income Only - First $500,000 | 1.75% |
| Fixed Income Only - Next $550,000 | 1.25% |
| Fixed Income Only - Next $1,000,000 | 1.00% |
| Fixed Income Only - Above $2,000,000 | 0.75% |
| Equity/Balanced - First $500,000 | 3.00% |
| Equity/Balanced - Next $550,000 | 2.50% |
| Equity/Balanced - Next $1,000,000 | 2.00% |
| Equity/Balanced - Above $2,000,000 | 1.50% |
Firm-stated minimum; may be waived at the firm's discretion.
Mcdonald Partners LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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