McBee Advisors manages investment portfolios and provides personalized financial planning and investment advice. McBee Advisors offers continuous portfolio management, including active management strategies and strategic asset allocation tailored to individual goals and risk preferences. Areas of advice include asset allocation, investment selection, retirement planning, college funding, and employee benefits. McBee Advisors works primarily with everyday individual clients, as well as businesses and trusts, helping them navigate various market conditions and build diversified portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K+ | 1.90% |
Fees are negotiable and vary by client. Current annual percentages generally range from 0.85% to 2.50%. Additional factors include cryptocurrency exchange-traded fund portfolio investments.