Skip to main content

McCay Wealth Advisory

  • Home
  • Access Your Account
    • Charles Schwab
    • Black Diamond
    • Wealth Plan
    • American Funds 529
    • Bloomwell 529
    • American Funds 401 (k) Login
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
    • What is a Fiduciary
    • Personal Relationships
  • Investment Insight 
    • Podcast
  • Our Services 
    • Our Services
    • Asset Allocation
    • Compensation
    • Investments
    • Retirement Planning
    • Managing Your Finances
    • Business Succession Planning
    • Charitable Giving
  • Resources 
    • Useful Websites
    • Financial Calculators
    • Upcoming Events
    • Blog
    • Video Library
    • Disclosures
  • Contact
  • 401k Videos

    You are here

  1. Home
  2. Our Services
  3. Compensation

Compensation

 

The Investment Services Industry has essentially created an “investment fee language”, and often this language is just too complicated.  We will never accept a commission, back end payment, or hidden form of compensation.  Our clients’ money is theirs and we get compensated in three distinct fashions:

  • by the hour
  • for a specific task
  • mostly as a percentage of assets usually close to 1%. 

For example, if your advisory fee was 1% and your account had a daily average of 1,000,000 then you would pay 10,000 in fees, then if your daily average dropped to 950,000 and your advisory free was 1% then you would 9,500 a year.  The bottom line is our fees are transparent and we have a financial incentive for our clients to realize gains.  As always if you have fee or cost questions we invite you and your Family to come in for a fee analysis of what you are paying now. 

Our Services

  • Our Services
  • Asset Allocation
  • Compensation
  • Investments
  • Retirement Planning
  • Managing Your Finances
  • Business Succession Planning
  • Charitable Giving

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2025 McCay Wealth Advisory. All rights reserved.

Website Design For Financial Services Professionals