McGehee Wealth Advisory Group offers ongoing investment management services. This includes setting investment goals, assessing risk tolerance, establishing accounts, selecting investments, monitoring portfolios, and providing quarterly reports. Investment portfolios are tailored to each client's needs. McGehee Wealth Advisory Group manages accounts on a discretionary or partially discretionary basis, and clients can place restrictions on investments.
Assets Under Management$78M
Clients49
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$78M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.30% |
| $9.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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