McMahon Capital Management provides investment supervisory services, managing individual portfolios of securities for individual clients, personal trusts, estates and charitable organizations. Portfolios are managed on a discretionary or non-discretionary basis, depending on the client's preference. The firm's investment philosophy is conservative, emphasizing quality investments and diversification with a long-term perspective. They primarily invest in domestic US securities, mutual funds, and exchange-traded funds.
Assets Under Management$2.6M
Clients3
Advisors1
Avg. per Client$870K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% per year for equity security portfolio. 0.5% per year for debt security portfolio. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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