McRae Capital Management (MCM) focuses on managing client assets through a combination of fundamental and technical analysis. MCM invests mainly in institutional mutual funds and ETFs, shifting between market sectors based on market conditions and manager performance. Clients can choose from different investment models with varying levels of volatility and can request changes to their investments at any time. MCM also provides financial planning for retirement and estate planning at no charge.
Assets Under Management$20M
Clients38
Advisors1
Avg. per Client$520K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.38% |
| $5M+ | 1.00% |
Management fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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