MCDONALD PARTNERS LLC
SEC RegisteredInvest in Life.
About the firm
At Mansour Wealth Management, we recognize that your health and your personal relationships are your most valuable assets, while also recognizing that financial security often fosters wellness and provides extraordinary opportunities. Adamantly client-focused, Mansour Wealth Management draws on the vast and diverse intellectual capital and experience of our team to help you live life to the fullest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 838 | $485M |
| High Net Worth Individuals | 293 | $492M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 4 | $20M |
| Charitable Organizations | 9 | $17M |
| State/Municipal Entities | 13 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
8 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
24 advisors in the directory
Regulatory & compliance
| 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% |
Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCDONALD PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.