McCann Wealth Strategies provides investment advice and financial planning to individuals, families, trusts, estates, and charitable organizations. McCann Wealth Strategies offers asset management services, creating tailored portfolios using stocks, bonds, exchange traded funds, mutual funds, and other investments. They also offer financial planning and consultation services covering investment, retirement, estate, tax, education, and insurance planning.
Assets Under Management$26M
Clients119
Advisors1
Avg. per Client$220K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...