AdvisorOS Directory
Claim Profile
CL

Carol Bodenhamer Lavelle

MCDONALD PARTNERS LLC·CLEVELAND, Ohio
Unclaimed Profile
1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 4424301Firm CRD# 135414
01

About

Carol Bodenhamer Lavelle is a registered financial advisor based in CLEVELAND, Ohio, affiliated with MCDONALD PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MCDONALD PARTNERS LLC
MCDONALD PARTNERS LLC
AUM
$1.1B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at MCDONALD PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4424301
Firm CRD# 135414
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Carol Bodenhamer Lavelle offer?
Carol Bodenhamer Lavelle specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Carol Bodenhamer Lavelle's credentials?
Carol Bodenhamer Lavelle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Bodenhamer Lavelle located?
Carol Bodenhamer Lavelle is based in CLEVELAND, Ohio, working with MCDONALD PARTNERS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Carol Bodenhamer Lavelle charge for services?
Carol Bodenhamer Lavelle's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCDONALD PARTNERS LLC?
MCDONALD PARTNERS LLC has approximately 34 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLEVELAND
Patricia Shrader — NDI MANAGEMENT COMPANY LLCWarren Grill — NDI MANAGEMENT COMPANY LLCLes Vinney — NDI MANAGEMENT COMPANY LLCLeonard Michael Cosentino — NDI MANAGEMENT COMPANY LLCMitchell W Krahe — ELESSAR INVESTMENT MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile