McDermott Investment Advisors manages investment portfolios and offers personalized financial planning and advisory services. McDermott Investment Advisors creates customized investment strategies based on each client's individual goals, risk tolerance, and time horizon. The firm provides both discretionary and non-discretionary portfolio management, meaning they can make trades on your behalf or ask for your approval first. McDermott Investment Advisors uses various types of investments, including stocks, exchange-traded funds, mutual funds, bonds, and government securities. In addition to direct portfolio management, the firm offers financial planning services and can recommend third-party managers for specific investment strategies. McDermott Investment Advisors works with individuals, high-net-worth clients, trusts, estates, and charitable organizations.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. Family household accounts may be aggregated to determine breakpoints.