John T. McCarthy, LLC provides investment advisory and financial planning services to individuals. McCarthy manages investments within the context of the client’s overall wealth management and planning process. McCarthy will consult with the Client to determine the Client’s investment objectives, risk tolerance, and other relevant information. We will also use the information we gather from our consultations to create an investment strategy.
Fee Structure
McCarthy's investment advisory services are billed on an annual fixed fee basis, negotiated between the client and McCarthy. The annual fixed fee is not subject to increase unless agreed in writing by the Client and McCarthy. The annual fixed fee is billed in four quarterly installments each calendar quarter in advance. Annual fees range from $3,000 to $25,000. Fees are negotiable and will be clearly disclosed in the Client’s agreement.