McDowell Associates Investments offers portfolio management based on individual client goals and risk tolerance. They create investment plans to match each client's situation. Services include investment strategy, asset allocation, and regular portfolio monitoring. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt.
Assets Under Management$21M
Clients155
Advisors3
Avg. per Client$130K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees above $1,000,000 are negotiable. Client accounts using the firm’s proprietary active investment models will also be charged an additional annual platform fee of 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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