McBeath Financial Group offers personalized investment advice and financial planning services. These services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. McBeath Financial Group uses GeoWealth Management LLC for day-to-day trading, rebalancing, report preparation, and billing calculation.
Assets Under Management$220M
Clients227
Advisors7
Avg. per Client$980K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.70% |
| $100K - $300K | 1.65% |
| $300K - $600K | 1.60% |
| $600K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fee includes compensation received by the model provider and GeoWealth. Fees may be modified with 30 days' written notice and client consent.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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