Adlai Mcmahon
Adlai Mcmahon is a registered investment advisor at Cimarron Wealth Management, INC., based in Gunnison, CO, with 8 years of industry experience. Adlai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 572 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.70% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Location
1115 N. Main St., Suite A, Gunnison, CO, 81230
Get directionsHistory
Regulatory History (1)
Criminal
June 2013Other Business Activities
Adlai volunteers at KBUT Community Radio for Gunnison Valley as a DJ, dedicating a few hours per week. This activity is not investment-related.
Employment History
Current Registrations
Cimarron Wealth Management, INC.
Previous Registrations
Paychex Securities CorporationBroker
401(k) Investment Services, INC.Broker
Waddell & Reed, INC.Broker
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.