Empower Your Goals

We understand that good investment management is more than constructing your portfolio.

It is about helping you pursue the life you wish to live. We take a personal approach to investment management based on experience and a genuine commitment to act in your best interest at all times.

Investment Management

Our goal is to help you maximize returns while seeking to minimize risk, allowing you to pursue your financial goals.

Investment Management for Endowments

We'll help optimize returns while managing risk, allowing organizations to meet financial obligations and fund their philanthropic mission for years to come.

 

Our Account Management Programs

McCaskill Financial offers a range of account management programs to meet your specific needs. Any additional fees are outlined in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth's ADV Part 2A Brochure.

Private Wealth Management

Our Private Wealth Management (PWM) program encompasses full-service financial planning and custom-tailored investment management strategies.

The PWM program also includes advanced tax planning analysis, including Required Minimum Distributions (RMDs), beneficiary reviews, and estate planning proposals.

The fees for the PWM program begin at 0.8% per year and are reduced based on the size of the overall portfolio and household relationship.

Other custodial fees, trading expenses, and financial planning costs may be covered by McCaskill Financial as part of the PWM service.

Account and household minimums begin at $1 million for individual, family, and business relationships.

Assets Under Management

Our Assets Under Management (AUM) program involves customized investment management strategies along with advanced retirement planning services.

The fees for the AUM program begin at 1.2% per year and are reduced at various breakpoints between $250,000 and $1 million.

Other custodial fees, trading expenses, and retirement planning costs may be covered by McCaskill Financial as part of the AUM program.

Account and household minimums begin at $250,000 for individual, family, and business relationships.

Wealth Builder Program

Our Wealth Builder (WB) program is a unique service offered to the children and grandchildren of our clients, or by referral only from select business and community partners.

The WB program includes professional investment management and initial financial planning services, covering education planning, tax strategies, retirement planning, and financial advice.

There are no asset management fees or account minimum requirements for the WB program, as we provide it as a complimentary service to our McCaskill Financial client families and the Frederick Community.