McNeill Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,619,424
Total clients
42
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
42
Average account size
$967,129
About
McNeill Capital provides personalized financial and estate planning, investment management, and retirement plan consulting to individuals (including high-net-worth clients), trustees, charitable organizations, and employer-sponsored pension and profit-sharing plans. The firm operates on a fee-only basis and delivers services that include cash flow and tax planning, investment oversight, periodic reporting, and educational seminars.
The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite mix of actively and passively managed mutual funds and ETFs, global diversification, and client-specific investment policy statements. For qualified clients it conducts due diligence on private investments and, when engaged by plan sponsors, provides investment option selection, monitoring, participant education, and accepts fiduciary responsibilities for retirement plans.
The firm’s combination of individual wealth management with employer retirement-plan consulting and pension-related services is less common among independent peers. McNeill Capital also maintains a conflict-avoidance posture by not accepting commissions for product sales, allocates private placement opportunities selectively to accredited or qualified investors, and discloses the liquidity and valuation limitations of those investments.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Flat fees for financial plans up to $250,000
$0 - $499,999: 1.25% $500,000 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: Negotiable
Hourly financial planning fees from $250 to $875 per hour; financial coaching hourly fees from $175 to $400
Account minimum: $500,000 Fee-only: Financial planning fees billed as flat fees up to $250,000 or hourly rates ranging from $250 to $875 per hour; financial coaching fees hourly $175-$400 or monthly/quarterly retainers
Main office location
McNeill Capital, LLC
125 High Rock Avenue, Suite 202
Saratoga Springs NY 12866, United States
Number of offices
1
Most active in
McNeill Capital, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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