McCurdy & Andrew Investments provides financial planning and investment management services to individuals and small businesses. Financial planning includes evaluating a client's financial situation and goals, covering areas like taxes, investments, insurance, retirement, and estate planning. Investment management involves managing client portfolios, primarily using mutual funds, exchange-traded funds (ETFs), and individual securities. McCurdy tailors its services to each client's needs and objectives.
Assets Under Management$25M
Clients104
Advisors2
Avg. per Client$240K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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