McTaggart Capital offers investment advisory and portfolio management services tailored to individual risk tolerances. The firm builds customized portfolios using exchange-traded funds and individual stocks, and offers tax-loss harvesting strategies for larger taxable accounts to help reduce tax liabilities. McTaggart Capital is fully owned and operated by Joe McTaggart, who holds credentials including a Certified Public Accountant designation and a Master of Business Administration degree. The firm operates with discretionary authority, meaning investment decisions are made on behalf of clients without requiring prior notification for each trade. Clients retain custody of their assets through an independent brokerage firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 0.00% |
| $20K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are calculated and payable quarterly in arrears. McTaggart Capital reserves the right to negotiate, reduce, or waive fees for certain client accounts and may combine household accounts for fee calculations.