McDonough Capital Management offers personalized investment management and financial planning services to individuals, high net worth families, pensions, trusts, and businesses, with a particular focus on the medical industry. The registered investment advisor builds customized portfolios using active trend-following and tactical asset allocation strategies, utilizing individual stocks, mutual funds, and exchange-traded funds. Clients receive ongoing portfolio monitoring and guidance. In addition to investment management, the firm provides comprehensive financial planning to help clients manage income, assets, and liabilities, as well as modular planning for specific financial concerns. Portfolios are managed on a discretionary basis, meaning the firm makes trades on behalf of the client based on agreed-upon objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees for accounts over $10,000,000 are negotiable. Fixed fee options ranging from 1.00% to 0.75% are also available based on account size and complexity.