McWilliams Asset Management (MAM) offers investment services to individuals, trusts, estates, charitable organizations, retirement plan participants, small businesses, and high-net-worth individuals. MAM tailors its services to each client's goals, objectives, time horizon, liquidity needs, and risk tolerance. MAM actively manages client portfolios, rebalancing them as needed based on market conditions and changes in client circumstances. MAM uses equity securities, fixed income securities, ETFs, money market funds, and covered call options.
Assets Under Management$3M
Clients24
Advisors1
Avg. per Client$130K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable at McWilliams Asset Management's discretion, and some accounts may have different fee schedules based on prior agreements. Some family and related accounts are managed at no charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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