Glen Macneil is a CFA-designated registered investment advisor at Macneil Capital Management, based in Littleton, MA, with 21 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MacNeil Capital Management's (MCM) fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.25% to 2% annually, depending on the size and complexity of your account. This fee is negotiable and is calculated at the end of each calendar quarter. The fee may be adjusted for deposits or withdrawals made during the quarter. MCM may also charge $300/hour for time spent in initial meetings. There is no mention of a minimum fee.
Location
Littleton, MA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Macneil Capital Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.