Mcdonough Capital Management, INC.
Assets Under Management
$205.8M
Number of Clients
282
Number of Advisors
4
Average Client AUM
$730K
AUM per Advisor
$51.5M
Compensation
Fee-Only (AUM)
About This Firm
McDonough Capital Management, Inc. (MCM) offers personalized investment advisory services, including financial planning and asset management, to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities with an emphasis on the medical industry. All assets managed by MCM are on a discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees over $5,000,000 are negotiable.
Fee Estimator
MCM charges an annual fee based on a percentage of assets under management. Financial planning services are included for managed account clients. Financial planning fees are charged at an hourly rate of $250, negotiable based on complexity. The annualized fees for managed accounts are based on the following blended fee schedule: First $200,000: 1.50%, Next $300,000: 1.25%, Next $4,500,000: 1.0%, Over $5,000,000: Negotiable. MCM also offers clients an annualized fixed fee for managed accounts ranging from 1.25% to 0.75% on the value of assets under management. The final fee is negotiable based on the size, asset composition and complexity of the client account.
Areas of Practice
Location
6000 Turkey Lake Road, Suite 212, Orlando, FL, 32819