McKelvey & Associates (M&A) is a registered investment advisor based in Vail, Colorado. M&A offers discretionary portfolio management services, making investment decisions without needing to contact you first, based on your investment goals. M&A provides advice on various securities, including stocks, bonds, mutual funds, and ETFs. They monitor your portfolio's performance and rebalance it as needed. M&A may use sub-advisors specializing in alternative investments. M&A does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances. In limited cases, clients may have non-managed assets included in portfolio management reviews and performance reports subject to an annual fee of up to 0.15%.