McKinney Capital Management offers personalized investment management and financial planning services. For investment management, they offer both discretionary and non-discretionary services tailored to your individual needs. Financial planning services involve analyzing your financial resources and providing advice on managing them to achieve your goals. They primarily recommend exchange traded funds and mutual funds.
Assets Under Management$7.2M
Clients15
Advisors1
Avg. per Client$480K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Investment management fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances, among others. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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