McCarley & Cook provides financial planning and investment management services to individuals and families. Financial planning covers areas like cash flow, tax planning, college planning, and retirement planning. For investment management, clients give McCarley & Cook authority to manage their accounts. McCarley & Cook may use an independent investment manager, Asset Dedication, for investment strategies, while still overseeing the manager's alignment with client goals.
Assets Under Management$140M
Clients161
Advisors2
Avg. per Client$880K
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | Included |
Fees negotiable for accounts greater than $3MM. Some clients may be under a different fee schedule because their relationships were established under a prior fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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