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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.