McKelvey Wealth Management provides investment advice and portfolio management services, tailored to each client's financial situation. They also offer stand-alone financial planning and consulting services. McKelvey gathers information about your financial goals, risk tolerance, and time horizon to recommend an investment strategy. Clients grant McKelvey discretionary trading authority to implement investments.
Assets Under Management$59M
Clients82
Advisors1
Avg. per Client$720K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.20% |
| $1.5M - $2.0M | 1.08% |
| $2.0M - $2.5M | 1.02% |
| $2.5M - $3.0M | 0.96% |
| $3M+ | 0.96% |
Fees negotiable for accounts $3,000,000 and above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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