All new clients who join the program will be charged an initial startup fee unless otherwise noted. This fee covers the first 90 days. There is no requirement for a new client to continue with the program if they don't see value. There is no long-term contract or commitment when joining our program. A new client can walk away at any time throughout this program and request to be reimbursed for any unearned portion of fees paid. We strive to deliver superior value above and beyond our fees.
For all new clients who join the program regardless of AUM. This fee covers the first 90 days in the program. If client decides to continue with program after 90 days, a fixed or AUM fee will be charged.
For all clients who have investment assets < $400,000. This fee starts after the first 90 days in the program and is charged every quarter after this.
For all clients who have investment assets > $400,000. This fee starts after the first 90 days in the program and is charged every quarter after this based on the ending quarterly market value of your managed investment accounts.
Disclosure: McHenry Capital, LLC reserves the right to negotiate fees with clients and may charge higher or lower fees than those described above. Therefore, clients receiving the same service may pay different fees.
McHenry Capital, LLC
McHenry Capital, LLC is a registered investment adviser in the state of Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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