Mcfarlane Investment Advisory Services INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
McFarlane Investment Advisory Services provides investment and financial advice to individuals and families. Services include creating and managing investment portfolios, and financial planning covering retirement, estate, tax, and education planning. McFarlane may refer clients to other specialists like accountants or attorneys.
Assets Under Management$4.3M
Clients6
Advisors1
Avg. per Client$710K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 2.00% |
| $7.5M - $22.5M | 1.50% |
| $22.5M - $47.5M | 1.00% |
| $47.5M+ | 0.50% |
These fees are for non-retirement accounts when the client will incur discounted commissions and a ticket charge. For retirement and non-retirement accounts where no commissions are charged, only ticket charges, the fees are: First $7,500,000: 1%, Next $15,000,000: 0.75%, Next $25,000,000: 0.5%, Next $25,000,000: 0.4%. There is no minimum annual fee. The annual management fee is paid monthly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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