McHenry Capital, LLC
McHenry Capital, LLC
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    • Home
    • About
      • Our Program
      • Our Clients
      • Our Team
      • Our Locations
    • Return on Life
    • Resources
      • McHenry Minute
      • ROL Coach - Blog
      • Client Portal
      • Our Fees
    • Contact
  • Home
  • About
  • Return on Life
  • Resources
  • Contact

Our Fees

"Price is only an issue in the absence of value"

Russell Investments - Value of an Advisor: 2022 Study


Please Note

All new clients will be charged either a fixed fee or AUM fee based on their own unique situation.


Fixed Fee

For all clients who have investment assets < $500,000. This fee covers the first 90 days in the program and is charged every quarter after this.

Per Quarter

$1,250

AUM Fee

For all clients who have investment assets > $500,000. This fee covers 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.

$500,000 - $1,000,000

0.25% Qtr

$1,000,001 - $2,000,000

0.225% Qtr

$2,000,001 - $3,000,000

0.20% Qtr

$3,000,001 - $4,000,000

0.175% Qtr

$4,000,001 - up

0.15% Qtr

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

Leavenworth l Wenatchee l Bellevue l Austin l Houston

888-968-9815

info@mchenrycapital.com

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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