McIntosh Capital Advisors provides a range of financial services including comprehensive and modular financial planning, investment advice, real estate investment analysis, and portfolio management. Portfolio management is offered exclusively through a bundled wrap fee program where a single asset-based fee covers management, trade execution, and custody services. The firm uses a mix of passive indexing strategies and active management approaches, alongside fundamental, technical, and cyclical market analysis. McIntosh Capital Advisors works with individuals, high-net-worth individuals, corporations, and small businesses.
Assets Under Management$57M
Clients78
Advisors2
Avg. per Client$730K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Comprehensive financial plan — $2,500 to $14,000 depending on the scope and anticipated hours, covering six or more financial planning areas
- Modular financial plan — $750 to $5,000 covering up to five financial planning areas
- Hourly consulting — $275 per hour for general financial planning, investment advice, or real estate analysis
One-Time Plan:$750 - $14,000
Hourly Rate:$275/hr
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