Assets Under Management
$205.8M
Number of Clients
282
Number of Advisors
4
Average Client AUM
$730K
AUM per Advisor
$51.5M
Compensation
Fee-Only (AUM)
McDonough Capital Management provides financial planning and investment supervisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. All assets managed are on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees over $5,000,000 are negotiable.
6000 Turkey Lake Road, Suite 212, Orlando, FL, 32819