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What is Fee-Only and why is it important?
At MacNeil Capital Management, we embrace the fee-only approach to investment management because it guarantees the professional objectivity you deserve. Fee-only advisors are compensated solely by a fee agreed upon by our clients. Examples include; hourly rate, project fee, or a percentage of assets under management. We do not accept commissions, thus eliminating the conflict of interest inherent in selling financial products. Our fee-only approach perfectly aligns our goals with your goals by tying our compensation to growth and preservation of your capital rather than selling you something.
How do I transfer assets into my account?
Please let us know which assets you are transferring and into which account. You will need to provide a copy of the most recent account statement showing the assets you wish to transfer. We will fill out the required paperwork for you to sign.
How do I change the beneficiary on my account?
Please call us to request a beneficiary form.
How do I set up automatic deposits/withdrawals?
You can have automatic deposits or withdrawals linked to a checking account. We will need a copy of your check and the desired day of your deposit or withdrawal. The necessary paperwork will then be prepared for your signature.
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