McCary Anheuser Wealth Management provides wealth management solutions including financial planning, investment management, and related services to individuals, high net worth individuals, and institutions. The firm acts as a fiduciary, upholding a duty of care, loyalty, fairness, and good faith towards each client. Financial planning includes an initial plan and ongoing activities, covering tax, investment, insurance, retirement, and estate planning. Investment management involves designing a portfolio strategy based on client goals, risk tolerance, and financial situation, using internal management and/or independent managers.
Fee Structure
McCary Anheuser Wealth Management charges a fee for investment management that is combined with a financial planning fee. The combined fee ranges from 0.50% to 1.00%+ of the value of your investments, depending on the complexity of your financial planning and investment portfolios. This fee is fixed for two years and then recalculated. Alternatively, you can pay a financial planning fee of $1,000 to $1,500 per month plus an investment management fee ranging from 0.50% to 1.0% of your investments.