McCann Investment Management provides personalized investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, and charitable organizations. McCann Investment Management creates customized investment strategies based on each client's specific goals, time horizon, and risk tolerance, with the authority to make trades on the client's behalf. In addition to managing portfolios directly, McCann Investment Management offers financial planning covering retirement strategies, cash flow analysis, tax reduction, estate preservation, and risk management. The firm also assists retirement plan sponsors and can recommend third-party money managers when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable and will not exceed 1.50% of managed assets.