McTaggart Capital offers investment advisory services, managing client assets with discretionary authority. They create customized taxable and IRA accounts based on individual risk tolerance, aiming to maximize returns through asset allocation and efficient ETFs. For larger taxable accounts, they offer tax-loss harvesting strategies to lower taxes while maintaining the client's risk and return profile. Clients may impose limited restrictions on specific US stocks.
Assets Under Management$2.1M
Clients15
Advisors1
Avg. per Client$140K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | Included |
| $20K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The Advisor may combine the account values of family members living in the same household to determine the applicable advisory fee and the Advisor may charge relatives and friends a lower rate or no fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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