Overview
- Headquarters
- Norfolk, NE
- Total Firm Assets
- $862 million
- Average High-Net-Worth Client Portfolio Size
- $0.4 million
Fee Disclosure
Source: 202601 - MCMILL ADV PART 2A (2026-01-20)
· View brochure text
Latest filing: MCMILL WEALTH MANAGEMENT ADV PART 2A (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $50,000 | 1.75% |
| $50,001 | $200,000 | 1.50% |
| $200,001 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.90% |
| $2,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $4,000,000 | 0.70% |
| $4,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,875 | 1.19% |
| $5 million | $41,875 | 0.84% |
| $10 million | $66,875 | 0.67% |
| $50 million | $266,875 | 0.53% |
| $100 million | $516,875 | 0.52% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 57.44%
- Number of High-Net-Worth Clients
- 1,382
- Total Client Accounts
- 5,656
- Discretionary Accounts
- 5,656
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 129015
- MCMILL WEALTH MANAGEMENT ADV PART 2A (2026-03-27) · View brochure text
- 202601 - MCMILL ADV PART 2A (2026-01-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗