McCauley Investment Advisors offers portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Services are limited to mutual funds, fixed income securities, equities, hedge funds, ETFs, treasury inflation protected/inflation linked bonds, closed end and non-U.S. securities. McCauley Investment Advisors may also direct clients to third-party investment advisors.
Assets Under Management$9.2M
Clients56
Advisors1
Avg. per Client$160K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.90% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.60% |
| $750K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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