McBee Advisors offers investment advice and portfolio management on a "pay as you go" basis. Services include asset allocation, investment selection, retirement planning, college funding, and employee benefits analysis. McBee Advisors actively manages investments based on client goals and risk tolerance, with client permission to make trades without prior approval. They also offer long-term buy-and-hold services with less active trading. McBee Advisors does not sell variable annuities but manages annuity subaccounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $50K - $1000K | 2.25% |
| $100K - $500K | 2.00% |
| $500K+ | 1.90% |
Fees are negotiable and may vary from client to client. Annual percentages applied currently range from 0.85% to 2.50%, but are subject to change, and are subject to negotiation and individual determination based upon particular facts and circumstances of a client and the extent of advisory services anticipated. Funds invested in Cryptocurrency ETF Portfolio was added as one of the factors on which investment management fees are based.