McMahan Capital Management offers portfolio management services, including establishing investor goals, developing an investment policy, defining investment goals, and making recommendations on asset allocation and investment selection. McMahan assesses clients' specific investment goals, objectives, and risk tolerances. The firm prioritizes quality securities, diversification, and managing position sizes while minimizing transaction costs.
Assets Under Management$120M
Clients40
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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