Murphy Clarke Williams & Stone (MCWStone) provides ongoing portfolio management based on individual client goals, investment policy guidelines, objectives, time horizon, and risk tolerance. MCWStone creates an Investment Policy Statement for each client. MCWStone also provides sub-advisory/management services to related and unrelated pooled investment vehicles. MCWStone may direct clients to third-party investment advisors.
Assets Under Management$180M
Clients1
Advisors1
Avg. per Client$180M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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