McKinney Asset Management (MAM) offers investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. MAM helps clients with investment management, financial goal setting, problem identification, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. MAM manages accounts on a discretionary basis, tailoring portfolios to client objectives, risk tolerance, and liquidity needs.
Assets Under Management$35M
Clients70
Advisors1
Avg. per Client$490K
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $4.5M | 1.00% |
| $4.5M - $7.5M | 0.75% |
| $7.5M+ | 0.40% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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