McCloskey & Associates offers investment advice and financial planning to individuals and families. They provide asset management services, create financial plans, and refer clients to third-party money managers. Financial planning covers areas like retirement, estate, tax, and education planning. The firm also utilizes Envestnet's Overlay Portfolio Management to create custom investment solutions.
Assets Under Management$4.2M
Clients23
Advisors1
Avg. per Client$180K
Avg. per Advisor$4.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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