Mcdermott Investment Advisors, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
McDermott Investment Advisors offers personalized investment advice and financial planning. They manage investment portfolios on a discretionary or non-discretionary basis, tailoring strategies to clients' needs and objectives. They also offer financial planning services, creating written plans to help clients achieve their financial goals. For smaller accounts, they may recommend third-party investment advisors through the Endeavor Program.
Assets Under Management$210M
Clients709
Advisors9
Avg. per Client$300K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable, especially for accounts over $2.5 million. Individual accounts established by several members of the same family/household may be aggregated and given a reduced rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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