McKinney-X offers lifecycle financial planning and investment management services tailored to each client's individual goals, time horizon, and risk tolerance. Operating as a registered investment advisor, McKinney-X creates comprehensive financial plans covering cash flow, retirement, tax strategies, education funding, risk management, and estate planning. The firm also provides ongoing advisory support, periodic portfolio reviews, and community education workshops. McKinney-X works with individuals, business entities, and high-net-worth clients, utilizing modern portfolio theory and fundamental analysis to construct diversified investment portfolios through custodians like Altruist Financial.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are assessed quarterly based on the account balance on the last business day of the quarter.