Elizabeth Mcmillan is a registered investment advisor at Mcmillan Capital Management, LLC, based in Dallas, TX, with 18 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 38 clients with $94M 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 $3.0M | 0.40% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fee schedule is for equity investments. For fixed income investments, the fees are: First $3,000,000: 0.40% per year; Next $2,000,000: 0.30% per year; Over $5,000,000: 0.20% per year. In some circumstances, a fixed fee of 0.25% to 1.00% will be applied to an account with no break points. All management fees are negotiable. McMillan Capital Management also charges a performance-based fee equal to 25% of the net excess appreciation of the account.
Fee Estimator
Location
8214 Westchester Dr., Ste 950, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcmillan Capital Management, LLC
State Registrations1 state
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