McGrath WealthCare offers ongoing portfolio management services through third-party advisors on a co-advisory basis. They create an Investment Policy Statement for each client, outlining their financial situation and risk tolerance, and then construct a plan to aid in selecting a suitable portfolio. McGrath WealthCare generally limits its investment advice to mutual funds and ETFs but may use other securities to diversify a portfolio.
Assets Under ManagementN/A
Clients240
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. McGrath WealthCare directs clients to third-party investment advisors and receives its standard fee on top of the fee paid to the third-party advisor. Fees shared are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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