CS McKee manages investments for pension funds, profit-sharing plans, endowments, and other institutions. The firm tailors its portfolio management services to each client's investment goals, allowing for restrictions on certain investments. CS McKee also provides model portfolio recommendations to other investment advisors and serves as a sub-advisor to public funds and a UCITS organized outside the United States.
Assets Under Management$12B
Clients554
Advisors2
Avg. per Client$21M
Avg. per Advisor$5.8B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$22,500
CS McKee's fees are based on a percentage of the assets they manage. The specific percentage varies depending on the investment strategy used. Fees are negotiable and can be billed in advance or arrears. New and terminating clients will have their fees adjusted accordingly.
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