Advisor at McDevitt & Bird Investment Management Co
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McDevitt & Bird Investment Management Co
Location
Elizabeth, IL 61028-0507
Credentials
CFA®, Series 63
Industry experience
13 years
Fixed fees for financial planning services may be negotiated in advance based on estimated time and expertise.
$0 - $1,000,000: 1.00% (non-discretionary), 0.80% (discretionary) $1,000,001 - $3,000,000: 0.75% (non-discretionary), 0.60% (discretionary) $3,000,001 - $5,000,000: 0.50% (non-discretionary), 0.40% (discretionary) $5,000,001+: Negotiable for both account types
Hourly fees may be negotiated for financial planning services as preferred by the client.
Account minimum: No minimum dollar value of assets or other condition for starting or maintaining an account; however, minimum annual fees apply ($2,000 for discretionary accounts, $2,500 for non-discretionary accounts). Minimum fee: $2,000 minimum annual fee for discretionary accounts; $2,500 minimum annual fee for non-discretionary accounts. Fee-only: Annual fees based on assets under management, payable quarterly in advance; negotiable fees for assets above $5 million; minimum annual fees as above.
McDevitt & Bird Investment Management Co.
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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