McNaron Group Inc. manages investment portfolios for individuals, trusts, and retirement plans. McNaron focuses on long-term investing in common stocks, using diversification to manage risk. Before working with McNaron, clients must disclose their investment goals, which are reviewed every three years. McNaron has the authority to make investment decisions for clients.
Assets Under Management$17M
Clients40
Advisors2
Avg. per Client$430K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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