McNally Financial Services Corporation (MFSC) offers financial planning and portfolio management services to individuals and small businesses. MFSC may recommend other professionals, which may introduce some conflicts of interest. Investment management services are tailored to each client's needs, including their financial situation and investment objectives. MFSC may allocate client assets among independent managers, mutual funds, exchange-traded funds, individual debt and equity securities, options, variable annuities, limited partnerships, and many other investable options.
Fee Structure
Investment management services are offered as a percentage of the assets managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The annual fee is charged quarterly, in advance, based on the market value of the assets managed on the last day of the previous quarter. McNally Financial may negotiate lesser management fees based on certain criteria.