Mcmill Cpa And Advisors
Norfolk, Nebraska
5.0
6 Reviews
McMill CPA and Advisors, based out of Norfolk, NE, is a reputable local investment advisory firm with a strong presence in the region. With three offices, McMill CPA and Advisors has built a dedicated team of 50 professionals, of which 17 specialize in providing comprehensive investment advisory services. Demonstrating their expertise and commitment, each investment advisor manages an average of $32,090,000 in assets under management, showcasing their ability to handle substantial portfolios.
At McMill CPA and Advisors, the compensation structure is designed to cater to clients' diverse needs. Their options include a percentage o...
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Assets Under Mgmt
$545.6M
Investment Professionals
17
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
Other Business Activities
Accountant or accounting firm
Articles
Articles
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