McVittie Financial Advisors provides financial planning, investment consulting, and pension consulting services. Financial planning helps clients achieve their goals through comprehensive or specific plans. Investment consulting includes portfolio reviews and investment objective consultations. Pension consulting assists plan sponsors in meeting their obligations under federal retirement plan rules. McVittie Financial Advisors works with individuals, trusts, small businesses, and pension plans.
Assets Under ManagementN/A
Clients85
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning, investment consulting, and pension consulting services are offered at an hourly rate of $400/hour or $3,200/day for a Senior Investment Advisor Representative, $300/hour or $2,400/day for a Junior Investment Advisor Representative, and $200/hour for administrative services.
- Flat or fixed fees for financial planning, investment consulting, and pension consulting range from $5,000 to $55,000 annually.
One-Time Plan:$5,000 - $55,000
Hourly Rate:$200 - $400/hr
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