McKinney-X LLC creates financial plans based on your goals, risk tolerance, and time horizon. They evaluate your financial situation, including income, taxes, and risk tolerance, to build a plan to help you achieve your financial goals. McKinney-X LLC may refer clients to third-party professionals like accountants, lawyers, and insurance agents. They also offer free seminars and workshops on financial planning topics.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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