McCullough Wealth Management provides asset management services, managing client accounts with ongoing supervision. They also offer financial planning and consulting services to help clients understand their financial situation and set objectives, covering areas like retirement, education, and estate planning. They tailor recommendations to each client's financial situation and can accommodate restrictions on investments based on client values.
Assets Under Management$4.4M
Clients3
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$4.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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