McCormack Financial Planning is an independent registered investment advisor founded in 1998 and based in Atlanta, Georgia. Led by Barbara Miner McCormack, the firm offers customized services including ongoing asset management through a bundled fee program, one-time and ongoing financial planning, and the analysis and monitoring of third-party managed programs. McCormack Financial Planning tailors its investment strategies to each client's individual goals, risk tolerance, and time horizon, utilizing stocks, bonds, mutual funds, exchange-traded funds, and covered call options. The firm works with individuals, high-net-worth clients, and small businesses, focusing on long-term portfolio growth and comprehensive financial guidance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.95% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees for portfolios exceeding $4,000,000 are negotiable.