McMill Wealth provides investment management and financial planning services. The firm builds diversified portfolios primarily using low-cost, passively managed mutual funds and exchange-traded funds, relying on Modern Portfolio Theory and a long-term buy-and-hold strategy. In addition to managing investments, McMill Wealth offers general financial planning covering areas such as retirement, taxes, estate planning, and education funding. The firm tailors its services to individual client needs and allows clients to place restrictions on their accounts. McMill Wealth operates with a team-based approach and works closely with associated tax professionals to provide comprehensive financial guidance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Family accounts and related business accounts are combined for billing purposes. Fees are negotiable.