Keith McBride Financial Services Inc. provides portfolio management tailored to individual client goals and risk tolerance. They also offer pension consulting services, including guidance on investment objectives and manager selection. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. KMFSI primarily advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and treasury inflation-protected bonds.
Assets Under Management$17M
Clients56
Advisors2
Avg. per Client$310K
Avg. per Advisor$8.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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