The McBride Group is a registered investment advisor based in Petaluma, California, offering portfolio management, financial planning, and consulting services. The firm builds customized investment portfolios utilizing individual stocks, bonds, mutual funds, exchange-traded funds, and third-party managers such as Morningstar. The team helps clients plan for retirement, evaluate investments, and transition assets. Additionally, The McBride Group provides specialized consulting services for financial institutions like community banks and credit unions, focusing on balance sheet management and bond portfolios.
Assets Under Management$76M
Clients106
Advisors3
Avg. per Client$720K
Avg. per Advisor$25M
www.themcbridegroupllc.com ·youtube.com/@themcbridegroup ·www.linkedin.com/in/james-mcbride-947318359
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are billed quarterly in advance.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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