Mccarthy & Cox Retirement & Estate Specialists LLC
Fee-Only (% of Portfolio)Fixed/Hourly
McCarthy & Cox Retirement & Estate Specialists LLC offers financial planning and asset management services. Financial planning covers budgeting, education, retirement, estate, and investment analysis. Clients can receive consulting services on an hourly, flat, or fixed-fee basis. McCarthy & Cox also provides retirement plan consulting to qualified retirement plans.
Assets Under Management$640M
Clients971
Advisors8
Avg. per Client$660K
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$250K
McCarthy & Cox offers asset management programs where clients pay an annual fee based on a percentage of the value of their investments. The maximum fee is 2.25%, but certain programs have lower maximums. Fees are negotiable. If McCarthy & Cox invests client assets in its own exchange-traded fund, it receives fees from both the fund and the advisory account.
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