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.
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