McInnis Group (MG) is an investment advisory firm offering investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and city and county municipalities. MG directly manages client assets, provides investment recommendations, and conducts market and security analysis. Investment decisions are based on fundamental and technical analysis. The firm's investment authority is subject to client-imposed conditions and investment objectives.
Assets Under Management$5.4M
Clients18
Advisors1
Avg. per Client$300K
Avg. per Advisor$5.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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