McWhorter Capital Investments is a registered investment advisor that manages investments for individuals, retirement plans, and trust accounts. McWhorter uses market data and fund performance to make investment decisions. With client approval, McWhorter may use individual stocks, bonds, and other investments. McWhorter does not have custody of client assets, but has limited custody due to standing letters of authorization.
Assets Under Management$39M
Clients76
Advisors1
Avg. per Client$520K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |
Fees for accounts with assets in excess of $1,000,000 may be negotiable under certain conditions.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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