McNaughton Wealth Management offers investment advice and financial planning to individuals and other clients. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. The firm also provides retirement plan consulting to employer plan sponsors. McNaughton Wealth Management may refer clients to third-party money managers and offers commission-free insurance products through DPL Financial Partners.
Assets Under Management$240M
Clients232
Advisors3
Avg. per Client$1M
Avg. per Advisor$81M
Fee Structure
Planning is included in investment management (also available separately)
McNaughton Wealth Management offers two investment management services:
- Asset Management: The maximum annual fee is 1.50% of your portfolio.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of your portfolio. This service includes both asset management and financial planning.
Fees are negotiable and billed monthly, based on the average daily value of your account.
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