Financial Planning
Financial Planning
Gain insight into your current financial status and what the future might hold. This standalone service includes a discovery phase, planning meetings, and delivery of your financial plan in digital format. Inquire by email or submit your questions through the Learn More link.
Stand alone fee $2,500
Advisory Investing
Advisory Investing
Benefit from fiduciary-guided investing through our asset management platforms with access to hundreds of investment firms to find the right managers to fit your specific needs and goals.
| Assets | Advisor Fee |
|---|---|
| First $500k | 1.25% |
| Over $500k | 1.10% |
Advisory fees are assessed at the beginning of the quarter, using the market value of the account on the last day of the previous quarter-end. Fees are not inclusive of any applicable platform or money manager fees or expenses.
McKay Custom Models
McKay Custom Models
Our custom specialty advisory funds utilize in-house investment models. Account minimums apply and may not be available for all investors.
Advisory Fee 1.5% on assets in the account
Advisory fees are assessed at the beginning of the quarter, using the market value of the account on the last day of the previous quarter-end. Fees are not inclusive of any applicable platform or money manager fees or expenses.
Tax Return Analysis
Tax Return Analysis
Our suite of tools provides a visual understanding of your previous year’s taxes and allows you to model out what the current year might look like. It includes analyses and illustrations of capital gains, Social Security taxation, and the impacts of IRMAA brackets.
One-time engagement $750
What Is a 1035 Exchange?
Is a Variable Annuity Right for Me?
