McCarthy Asset Management creates and manages investment portfolios and provides financial planning services. Financial planning includes creating and updating a Net Worth Analysis and Retirement Analysis. Investment portfolios are customized based on client objectives and risk tolerance and are primarily made up of mutual funds and ETFs. Portfolios are reviewed and adjusted at least twice per year.
Assets Under Management$380M
Clients221
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M - $4.5M | 0.50% |
| $4.5M+ | 0.25% |
Firm does not negotiate lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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