MacMillan Financial offers financial planning and investment management services. As a financial planner, MacMillan Financial provides advice on investments, taxes, insurance, retirement, and estate planning. As an investment advisor, MacMillan Financial manages accounts for a percentage of the assets managed. Clients can select any broker they wish for implementation of advice.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee ranges from 0.5% to 2%, depending on the size and complexity of your account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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