McCormack Financial Planning provides investment advice and financial planning services tailored to individual needs. Services include asset management through a wrap fee program, financial planning involving analysis and recommendations, and analysis/monitoring of third-party managed programs. McCormack Financial Planning also provides ongoing financial planning and goal tracking services. The firm gathers information about your financial situation to provide suitable advice.
Assets Under Management$120M
Clients132
Advisors3
Avg. per Client$880K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.95% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
In special circumstances, McCormack Financial Planning may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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