McIntosh Capital Advisors (MCA) offers portfolio management services tailored to clients' needs, including clarifying investment objectives, creating diversified portfolios, and managing investments on a discretionary basis. MCA's investment philosophy seeks gains in favorable market conditions and reduces exposure when conditions are unfavorable. MCA also provides financial planning services, including comprehensive and modular plans, investment advice, and real estate analysis. Consultation is available as part of financial planning.
Assets Under Management$45M
Clients90
Advisors2
Avg. per Client$500K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $250K | 1.10% |
| $250K - $800K | 1.00% |
| $800K - $1.4M | 0.88% |
| $1.4M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.68% |
| $3M+ | 0.63% |
Advisory fees are negotiable at the discretion of the firm principal.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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