McBride Financial provides financial planning, investment, and non-investment consulting (insurance, estate planning, and tax planning), and investment management services. They work with clients and other professionals to analyze and plan a client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based on the clients’ specific needs, circumstances and goals.
Assets Under Management$170M
Clients98
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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