McMillen & Company works with clients to understand their investment goals, risk tolerance, and objectives. Based on this information, McMillen & Company creates a customized investment strategy. The firm may use individual stocks and bonds, exchange traded funds, mutual funds, and external investment managers. McMillen & Company acts as a fiduciary, meaning it is legally required to act in your best interest.
Assets Under Management$110M
Clients32
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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