Individual Services
Comprehensive Financial Planning and Wealth Management
Comprehensive financial planning and wealth management involves bringing together all aspects of an individual’s financial situation to achieve goals by providing a comprehensive plan, maximizing returns through asset management, and continuing to monitor the progress. McNab Financial truly acts as our clients' personal CEO.
A comprehensive approach
The financial planning process
Asset Management
McNab Financial provides professional asset management to clients that want a tailored portfolio for a specific accumulation of assets. We maximize the returns of our client’s portfolio by constructing the most efficient asset allocation, minimizing expenses, and making small changes based on fundamental analysis. The portfolio is consistently monitored and changes are made as the portfolio becomes unbalanced, economic conditions change, or a client’s risk tolerance changes.
Fees
McNab Financial is a fee-only financial planning, wealth management, and asset management firm. Fees are assessed based on assets-under-management paid quarterly in arrears directly from the client's portfolio. McNab Financial is currently taking on new clients with total aggregate investable assets of $500,000 or more.
Annualized Asset Based Fees
| Assets-under-management Per Year | |
|---|---|
| $0 – $500,000 | 1.25% |
| $500,001 – $1,500,000 | 1.00% |
| $1,500,001 – $2,500,000 | .75% |
| $2,500,001 + | .60% |
Additional information regarding fees can be obtained in Form ADV Part II.