McHugh Group, LLC offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. McHugh Group creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a suitable portfolio. McHugh Group generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs, primarily recommending a strategy focused on long term capital appreciation and tax minimization.
Assets Under Management$310M
Clients30
Advisors2
Avg. per Client$10M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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