McAllister Capital Management offers investment advisory services tailored to each client's individual needs. The firm uses a disciplined investment management process that includes identifying goals, asset allocation, manager selection (typically through no-load mutual funds and exchange-traded funds), performance monitoring, and portfolio re-balancing. All client assets are managed on a discretionary basis.
Assets Under Management$310M
Clients210
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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