Assets Under Management
$103.0M
Number of Clients
133
Number of Advisors
3
Average Client AUM
$774K
AUM per Advisor
$34.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
McCormack Financial Planning, Inc. provides discretionary portfolio management services through a wrap-fee program. They tailor management to client risk tolerance and objectives. Assets are held at Pershing Advisor Solutions, LLC. The firm may recommend IRA rollovers, presenting a potential conflict of interest.
| Assets Under Management | 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, and in our sole discretion, we may negotiate a lesser management fee based upon certain criteria.
5605 Glenridge Drive, Suite 950, Atlanta, GA, 30342