McCauley Investment Advisory (MIA) offers investment management and financial planning services. For investment management, MIA creates a plan based on your goals, risk tolerance, and time horizon. MIA may also use sub-advisors to manage client assets. For financial planning, MIA reviews wills, estate plans, investments, taxes, and insurance. MIA also works with retirement plans, providing advice to plan sponsors.
Assets Under Management$16M
Clients91
Advisors2
Avg. per Client$180K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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