McMill Wealth provides investment advisory (asset management) and financial planning services. They focus on helping clients understand their financial situation and set financial objectives. McMill Wealth uses no-load passively managed mutual funds and ETFs, emphasizing fee transparency and cost minimization. They work with clients to determine their investment objectives and risk profile, and design a written investment policy statement.
Assets Under Management$730M
Clients4,118
Advisors19
Avg. per Client$180K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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