Mcmillan Office, INC.

Fee-Only (% of Portfolio)

McMillan Office provides investment supervisory services, primarily to individual investors, trusts, and estates. They also serve charitable organizations, pensions, retirement plans, and municipal entities. Fees are based on a percentage of the value of your portfolio. McMillan Office works with a broker to hold client accounts and may engage in block trading to achieve economies of scale.

Assets Under Management$790M
Clients429
AdvisorsN/A
Avg. per Client$1.8M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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