Mcrae Capital Management INC.
Assets Under Management
$815.8M
Number of Clients
839
Number of Advisors
4
Avg. Portfolio per Client
$972K
Avg. Managed per Advisor
$203.9M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
McRae Capital Management (MCM) offers investment management based on each client's individual needs. MCM discusses investment objectives, asset allocation, and investment types with clients. MCM also provides financial planning services, including retirement planning, tax strategies, insurance, and estate planning. These planning services are included as part of the investment advisory services.
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location
230 Madison Avenue, Morristown, NJ, 07960