Effective 12/21/2023
Table of Fees for Services
Carefully read items 4 and 5 of Form ADV Part 2A (“Brochure”), as these sections contain important details about McCurdy Investments, LLC advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed.
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Fees Charged by Investment Adviser
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Fee Amount |
Frequency Fee is Charged |
Services |
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Assets Under Management Fee |
$0 - $250,000 $250,001-$500,000 $500,001-$1,000,000 $1,000,001 - $2,000,000 Above $2,000,000 |
1.25% 1.15% 1.00% .75 Negotiable |
Quarterly in rears |
Portfolio management for individuals and small businesses; financial planning services |
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Hourly Fee |
$200 |
Per hour |
individuals and small businesses; financial planning services, consulting |
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Subscription Fee |
NA |
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Fixed Fee |
NA |
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Commissions to the Adviser |
None |
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Performance-based Fee |
NA |
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Other |
NA |
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Fees charged by Third Parties |
Fee Amount |
Frequency Fee is Charged |
Services |
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Third Party Money Manager |
None |
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Robo-Adviser Fee |
None |
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Talk with your Adviser about fees and costs applicable to you |
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Additional fees and costs to discuss with your Adviser
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Additional Fees/Cost |
Yes/No |
Paid To |
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Brokerage Fees |
No |
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Commissions |
No |
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Custodian Fees |
Yes |
Per Charles Schwab's schedule |
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Mark-ups |
No |
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Mutual Fund/ETF Fees and Expenses |
.05 to 1.20 |
Mutual funds and ETF various |
Fee Discretion
The Firm, in its sole discretion, is permitted to negotiate to charge lesser management fees or financial planning fees based upon certain criteria, such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing/legacy client relationship, account retention, and pro bono activities.
Fees for education seminars and workshops
401k Services