McKinney Capital Management (MCM) offers customized investment management to individuals, high-net-worth individuals, family offices, trusts, estates, and non-profits. MCM uses client information to determine the appropriate asset allocation and investment strategy. MCM invests in mutual funds, exchange-traded funds (ETFs), stocks, bonds, REITs, variable annuities, private funds/alternative investments, closed-end funds, structured notes and options. MCM may recommend unaffiliated money managers or investment platforms. MCM does not offer tax or legal advice.
Assets Under Management$250M
Clients689
Advisors2
Avg. per Client$360K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable based on the size and nature of the relationship, services rendered, complexity of investments, time commitments, and travel requirements.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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