Bill McCarthy & Associates advises seniors and their families on managing the financial aspects of long-term care health needs and getting their financial affairs in order. The firm focuses on estate planning strategies, including Medicaid planning, to minimize long-term care costs. Bill McCarthy & Associates makes investment recommendations, but clients make all investment decisions unless they grant the firm discretionary authority.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$800
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum quarterly fee of $200.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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