JMcMahan, LLC offers investment management services where they make investment decisions for you. They also offer financial planning and consulting services on topics like retirement, cash flow, and risk management. JMcMahan, LLC creates investment strategies based on your goals and objectives, and clients can place restrictions on certain investments.
Assets Under Management$75K
Clients7
Advisors1
Avg. per Client$11K
Avg. per Advisor$75K
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 2.00% |
| $100K - $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.50% |
| $1M+ | 1.25% |
The maximum fee charged to Utah clients is 2% per Utah regulations. JMcMahan, LLC also offers a performance-based fee service for qualified clients, charging 20% of any increase from the previous year's high water mark, plus a flat monthly fee of $85.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...