McKay Wealth Management Group provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer financial planning covering investments, insurance, taxes, retirement, college, debt, and estate planning. McKay Wealth uses a sub-advisor, Townsquare Capital, for trading, billing, and investment due diligence. Clients may impose restrictions on investments based on their values.
Assets Under Management$48M
Clients78
Advisors1
Avg. per Client$610K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Asset-based fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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