McDonald Capital Management Fees & Minimum

Overview

Headquarters: Lubbock, TX
Total Firm Assets: $358 million
Average High-Net-Worth Client Portfolio Size: $3.3 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: MCDONALD CAPITAL MANAGEMENT ADV PART 2 (2026-07-17) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$5,000,000	0.75%
$5,000,001	and above	0.50%

Stated Minimum Annual Fee: $2,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$40,000	0.80%
$10 million	$65,000	0.65%
$50 million	$265,000	0.53%
$100 million	$515,000	0.52%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 70.45%
Number of High-Net-Worth Clients: 77
Total Client Accounts: 402
Discretionary Accounts: 402

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 114531

MCDONALD CAPITAL MANAGEMENT ADV PART 2 (2026-07-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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McDonald Capital Management