McBride Financial is a small firm specializing in financial planning and managing client portfolios. Financial planning includes tax, insurance, retirement, and estate planning. When managing client portfolios, McBride Financial considers clients' financial situations and risk tolerance to develop an appropriate investment strategy using general securities, mutual funds, and government securities. For alternative investments, McBride Financial helps clients select and monitor other money managers.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.