INVESTMENT MANAGEMENT
McIlrath | Eck LLC helps make your financial life simpler. We are responsible for coordinating every aspect of your wealth management plan, in house, and consult with your other professionals such Estate Attorneys, CPA’s and insurance specialists. Thor McIlrath offers investment management, financial planning and complimentary consultations.
INVESTMENT MANAGEMENT
Draft and Implement a Comprehensive Financial Plan
Develop an Investment Policy Statement
Coordinate Estate Planning with Estate Planning Attorneys
Review Cash Flow Strategies to Allow for Retirement Plan Funding
Review Gifting Strategies
Debt Management
Insurance Needs Analysis for Life, Disability and Long Term Care
Investment Portfolio and Asset Allocation Analysis for Purchasing Power Preservation and Growth
Retirement Plan and Employee Benefits Analysis
Coordinate Tax Planning Strategies with CPA’s
Employee Stock Option Analysis
Net Worth Analysis
Cash Flow Analysis
Financial Goal Setting Retirement Cash Flow and Investment Allocation Strategies and Implementation
Fee Schedule for Investment Management
Annual Fee based on Assets under Management (minimum $250,000)
Above $10,000,000……………………………0.50%
$5,000,001 – $10,000,000…………………..…0.75%
$3,000,001 – $5,000,000………………………0.90%
$500,001 – $3,000,000………………………….1.0%
$250,000 – $500,000……………………………1.25%
We select our investments from stock and bond mutual funds, Exchange Traded Funds (ETF’s), Treasuries, CDs, individual bonds and stocks in all risk categories
Through our partnership with Pershing, we have access to a wide range of investment products and services. We can choose from among more than 10,000 mutual funds from over 500 fund families and all publicly traded ETFs available. We can also buy and sell individual stocks, bonds, other fixed income products, and utilize a full range of specialized investment vehicles.
You will receive simplified, consolidated statements reflecting all your investment positions and transactions. You also have full visibility to your accounts on line. At the end of the year, you will receive one 1099 tax form and a summary statement that can simplify your tax return preparation.