McCulley Financial Group (MFG) offers personalized financial planning and investment management. MFG provides advice through consultations, covering financial objectives, problem identification, cash flow, tax, insurance, investments, education, retirement, and estate planning. MFG is a fee-based firm and does not sell commissioned products, though its managing member is affiliated with entities that do. MFG offers both discretionary and non-discretionary asset management services.
Assets Under Management$190M
Clients169
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable for accounts over $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...