McMillan Analysis Corporation provides ongoing investment management based on your financial situation and goals. They manage covered call writing and naked put selling accounts. For clients not seeking ongoing management, McMillan Analysis offers consulting services on option matters. They also publish newsletters and conduct seminars. McMillan Analysis focuses on exchange-listed securities, over-the-counter securities, warrants, government securities, and options and futures contracts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 3.00% |
| $300K+ | 2.50% |
High net worth clients may be charged 20% of net profits, but no less than 1% of the year-end net asset value. Overwriting accounts are charged 10% of the net credits generated each quarter. RFC accounts are charged 15% of the net credits generated each quarter, but large RFC accounts may qualify for a 10% fee.