McNeill Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McNeill Capital provides personalized financial and estate planning, investment management, and retirement plan consulting to individuals (including high-net-worth clients), trustees, charitable organizations, and employer-sponsored pension and profit-sharing plans. The firm operates on a fee-only basis and delivers services that include cash flow and tax planning, investment oversight, periodic reporting, and educational seminars.
The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite mix of actively and passively managed mutual funds and ETFs, global diversification, and client-specific investment policy statements. For qualified clients it conducts due diligence on private investments and, when engaged by plan sponsors, provides investment option selection, monitoring, participant education, and accepts fiduciary responsibilities for retirement plans.
The firm’s combination of individual wealth management with employer retirement-plan consulting and pension-related services is less common among independent peers. McNeill Capital also maintains a conflict-avoidance posture by not accepting commissions for product sales, allocates private placement opportunities selectively to accredited or qualified investors, and discloses the liquidity and valuation limitations of those investments.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial plans up to $250,000
$0 - $499,999: 1.25% $500,000 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: Negotiable
Hourly financial planning fees from $250 to $875 per hour; financial coaching hourly fees from $175 to $400
Account minimum: $500,000 Fee-only: Financial planning fees billed as flat fees up to $250,000 or hourly rates ranging from $250 to $875 per hour; financial coaching fees hourly $175-$400 or monthly/quarterly retainers
Main office
125 High Rock Avenue, Suite 202
Saratoga Springs NY 12866
Advisors at this office
1
Most active in
New York
Also doing business as
Mcneill Capital, LLC · The Mcneill Financial Group, LLC · The Mcneill Group, LLC · True Living Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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