Mcdonald Capital Management
Assets Under Management
$306.1M
Number of Clients
170
Number of Advisors
3
Average Client AUM
$1.8M
AUM per Advisor
$102.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MCM offers continuous investment advice based on individual client needs, developing personalized investment policies and managing portfolios accordingly. They provide discretionary account management, and consulting services on retirement planning, portfolio review, and non-securities matters like estate planning and insurance. Financial planning services cover financial goals, investment analysis, retirement, cash flow, college savings, and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
When determining the breakpoints for fee billing, we will combine the value of household accounts. Some legacy clients have negotiated fees that differ from the above fee schedule.
Fee Estimator
MCM charges an annual fee based on a percentage of assets under management (see table above). Consulting services are billed at $250 per hour. Financial planning services start at $1,000 per year, billed bi-annually, and may be waived for clients with over $150,000 in assets under management. Fees and account minimums are negotiable at MCM's discretion. The minimum relationship size is $250,000 and/or a minimum annual fee of $2,500.
Areas of Practice
Location
8001 Quaker Avenue, Suite J, Lubbock, TX, 79424