McDevitt & Bird Investment Management Company offers both non-discretionary and discretionary investment advisory services. The firm creates tailored investment recommendations based on individual client needs, goals, and risk tolerance. Clients can impose reasonable restrictions on investments. McDevitt & Bird may also provide periodic research reports and refer clients to financial planning professionals at no cost.
Assets Under Management$6.1M
Clients7
Advisors2
Avg. per Client$870K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for amounts over $5,000,001. This schedule is for non-discretionary accounts. Discretionary accounts have a different fee schedule: 0-1M: 0.80%, 1M-3M: 0.60%, 3M-5M: 0.40%, over 5M: negotiable. Minimum annual fee is $2,500 for non-discretionary and $2,000 for discretionary.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...