McCurdy Financial Solutions offers investment management and financial planning services to individuals, high net-worth individuals, and organizations. As a fee-only firm, McCurdy Financial Solutions only receives compensation from clients for their services. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$27M
Clients75
Advisors1
Avg. per Client$360K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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