McCartney Wealth Management (MWM) offers financial planning and investment management services. MWM works with clients and their other professional advisors to develop strategies in areas like goals, cash flow, taxes, investments, retirement, and estate planning. MWM uses academic research to build diversified, cost-effective, and tax-efficient portfolios. MWM's fees are based only on the assets they manage, not commissions.
Assets Under Management$190M
Clients158
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$94M
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 - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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