The Mcbride Group

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Assets Under Management

$67.2M

Number of Clients

105

Number of Advisors

Average Client AUM

$640K

AUM per Advisor

$67.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

The McBride Group provides investment advisory services including portfolio management, financial planning, and selection of third-party advisers. They also offer financial institution consulting services. Investment strategies are tailored to individual client needs and objectives.

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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

—

Areas of Practice

Investment Management

Location

755 Baywood Drive, Second Floor, Petaluma, CA, 94954

1 Advisors at this firm

CFP