Early McClintic & McMillan (EMCMC) provides investment advice to individuals, families, high-net-worth individuals, retirement plan sponsors, and foundation trustees. EMCMC offers portfolio management (both discretionary and non-discretionary), financial planning, pension consulting, and selection of third-party money managers. EMCMC may recommend Raymond James Consulting Services (RJCS) Separately Managed Accounts (SMAs).
Assets Under Management$570M
Clients640
Advisors6
Avg. per Client$890K
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
EMCMC may choose to charge a flat fee instead of the incremental fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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