Our
Asset
Management
Resources,
Services,
and Fees
Our focus is on sustainability of quality of life. Sustainability can be defined as 20, 40, 60 years or more. We work with you to determine the most appropriate investment allocations that will serve your investment needs in the near term as well as standing the test of time.
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Asset Management Services
As an Investment Advisor, McAvoy Kemp Wealth Management, LLC believes that our responsibility to our clients is to manage risk by leveraging the resources that we as an organization make available:
• Personal individual service
• Account set-up and service
• Security selection and asset allocation
• Portfolio modeling and rebalancing
• Monte Carlo simulation
• Trading and account servicing
• Monthly statements
• Quarterly performance reporting
• Annual required minimum distribution calculation
• Monthly systematic distribution
• Check writing and ATM debit card
Available Account Types
• Brokerage account – The Fidelity Account®
• Brokerage management
• The Fidelity Account® for Business
• Cash management
• Rollover IRA
• Traditional IRA
• Roth IRA
• Roth IRA for Kids
• Inherited IRA
• Inherited Roth IRA
• SEP IRA
• Self-Employed 401(k)
• Simple IRA
• 401(K) for business
Our
Fee
Structure
Our fee structure is simple. McAvoy Kemp Wealth Management, LLC is a fee only registered investment advisory firm and does not receive any form of compensation other than what our family of clients pay us.
We work for our clients and simply charge 1% on the first $500,000.00 of assets under management.
Accounts over $500,000.00 are charged an annual flat fee of $5,000.00 per year or $1,250.00 per quarter in advance. Additional fees will be imposed for accounts that exceed $5,000,000.00.