The Mcbride Group
Assets Under Management
$67.2M
Number of Clients
105
Number of Advisors
1
Average Client AUM
$640K
AUM per Advisor
$67.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The McBride Group, LLC provides investment advisory services including portfolio management, financial planning, selection of third-party advisers, and non-discretionary management of investment portfolios. They also offer financial institution consulting services. They primarily recommend Morningstar Managed Portfolios for new clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5M+ | 0.65% |
Fee Estimator
The fee for portfolio management is based on a percentage of assets managed: 0.85% annually on the first $5,000,000 and 0.65% on amounts above $5,000,000. Fees are billed quarterly in advance. Financial institution consulting services have an initial engagement fee of $25,000 and a negotiated annual retainer, payable quarterly in advance.
Areas of Practice
Location
755 Baywood Drive, Second Floor, Petaluma, CA, 94954