McIntyre, Freedman & Flynn (MFF) offers investment advisory services tailored to each client's goals, objectives, time horizon, and risk tolerance. MFF provides ongoing investment management and oversight of client portfolios, offering two investment strategies: Growth Equity and Dividend Equity. Services are provided on a discretionary basis, with clients granting MFF limited power of attorney. MFF does not offer wrap fee programs.
Assets Under Management$150M
Clients69
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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