McDonough Capital Management (MCM) offers personalized investment advice and financial planning to individuals, including high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, with a focus on the medical industry. MCM provides financial planning services and investment management services on a discretionary basis. Persons associated with MCM are also registered representatives of Osaic Wealth, Inc.
Assets Under Management$210M
Clients282
Advisors4
Avg. per Client$730K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees over $5,000,000 are negotiable. MCM also offers clients an annualized fixed fee for managed accounts, ranging from 1.25% to 0.75% on the value of assets under management. Older client relationships may be subject to a lower fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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