This plan is for those clients who are seeking a one-time only engagement with us. This fee covers the creation of the financial plan as well as our consultations, recommendations and advice. PLEASE NOTE: For clients who decide to have us implement the plan for them and upgrade to our Foundation Program within 6 months of the plan delivery meeting, this fee will be credited back to them.
All new clients will be charged either a fixed fee or AUM fee based on their own unique situation.
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.
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.
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.
Leavenworth l Wenatchee l Bellevue l Austin l Houston
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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