McCulley Financial Group, LLC's Form ADV discloses 1.00% on the first $500,000, 0.90% on the next $500,000, 0.80% on the next $1 million, 0.70% on the next $3 million, 0.60% on the next $5 million, 0.50% on the next $15 million, 0.40% on the next $25 million, and negotiable rates above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #154891), McCulley Financial Group, LLC is subject to fiduciary duty under federal law.
McCulley Financial Group, LLC is headquartered in WESTCHESTER, IL.
McCulley Financial Group, LLC serves 22 high-net-worth clients according to their SEC filing dated April 8, 2026. View client details ↓
According to their SEC Form ADV, McCulley Financial Group, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
McCulley Financial Group, LLC manages $189 million in client assets according to their SEC filing dated April 8, 2026.
According to their SEC Form ADV, McCulley Financial Group, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓