McRae Capital Management (MCM) offers investment management tailored to each client's needs. MCM discusses investment objectives, asset allocation, and investment types with clients. MCM also provides financial planning services, including retirement, tax, insurance, estate, and investment planning, at no additional cost. MCM does not participate in wrap fee programs.
Assets Under Management$820M
Clients839
Advisors4
Avg. per Client$970K
Avg. per Advisor$200M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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