McPherson Financial Advisors provides financial planning and investment management services. They help clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for elder care, education, and retirement, and plan estates. McPherson Financial Advisors is a fee-only firm and does not sell commissioned products.
Assets Under Management$27M
Clients13
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2M+ | 0.45% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. The minimum annual fee is $5,000.00 and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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