McCay Wealth Advisory offers investment advice, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also provide financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. Services are provided through Investment Advisory Representatives to accounts opened with McCay Wealth Advisory. Managed accounts are primarily available to individuals.
Assets Under Management$500M
Clients876
Advisors5
Avg. per Client$570K
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees are negotiable and may be lower than the standard fee shown. Consulting services are included in these fees with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...