Mcdonald Capital Management fees and pricing
Financial planner in Lubbock, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 17, 2026, Mcdonald Capital Management charges $250 an hour and an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Clients receiving consulting services are billed at an hourly rate of $250.”
- Annual fee
- $1,000/yr
“We offer financial planning services starting at $1,000 per year, billed bi-annually in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mcdonald Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management fees are billed quarterly in arrears at the end of each calendar quarter, based upon the portfolio value on the last day of that calendar quarter, pro-rated for additions and withdrawals.”
- “Consulting services fees are due and payable once we deliver the contracted-for work product to the client.”
- “Fees are billed at the client’s direction either Annually, Quarterly or Monthly.”
How Mcdonald Capital Management’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Lubbock that publish an hourly rate charge less.
- Its annual fee of $1,000 is below the Texas median of $6,000. 11% of the 106 other Texas planners that publish an annual fee charge less.
About Mcdonald Capital Management
“Portfolio Management Services and Financial Planning MCM provides individually tailored investment portfolios and financial planning services, and manages private funds.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Founded: 1990 (36 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 161
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and other services
- Assets managed
- $357,658,014
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114531
- Phone
- (806) 744-8617
Other planners in Lubbock that publish fees
- Aim Advisory Group, LLCLubbock$300/hr, $500-$10,000
- Amicus Financial Advisors, LLCLubbock$250/hr
- Angel Legacy Advisors, LLCLubbock$300/hr, $500-$3,000
- Lonestar Registered Investment Advisors, LLCLubbock$200/hr, $2,500
- Sagefolio AdvisorsLubbock$500-$1,250, $500-$1,250/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.