McAlister, Sweet & Associates (MSA) offers financial planning and investment management services to individuals and small businesses. MSA helps clients develop financial goals and create effective solutions for investment and administrative challenges. MSA may provide advice on equity securities, bonds, mutual funds, and other investment products.
Assets Under Management$220M
Clients187
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$75M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory fees are negotiable. For employee and family-related accounts, the quarterly advisory fees are generally lower. Additionally, MSA may charge less for certain client accounts, depending on factors such as portfolio size, length of employment, and relationship to the employee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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