McGehee Capital Management is an independent investment advisory firm managing stock and fixed income portfolios for individuals, institutions, trusts, charities, businesses, and retirement accounts. The firm uses technical chart readings, fundamental analysis, valuations, cyclical tendencies, and a proprietary timing tool to select investments. McGehee Capital Management offers aggressive growth, growth, and balanced portfolios, with a minimum account size of $100,000.
Assets Under Management$200K
Clients2
Advisors1
Avg. per Client$100K
Avg. per Advisor$200K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees on assets over $10,000,000 are negotiable. The schedule shown is for Aggressive Growth and Growth portfolios. Balanced portfolios have lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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