The McBride Group provides investment advisory services including portfolio management, financial planning, selection of third-party advisors, and non-discretionary management of investment portfolios. They work with individuals, banks, pension plans, trusts, estates, charities, corporations, and other business entities. They may recommend third-party investment advisors and monitor their performance. They also offer financial institution consulting services.
Assets Under Management$76M
Clients106
Advisors3
Avg. per Client$720K
Avg. per Advisor$25M
www.themcbridegroupllc.com ·linkedin.com/company/92581591/admin/feed/posts ·youtube.com/@themcbridegroup
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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