McDonald Capital Investors (MCI) is an independent investment management firm that manages equity-only and balanced portfolios. MCI seeks to invest in well-managed, growing businesses that are undervalued by the market. The firm's investment approach involves in-depth research and a focus on companies with low debt, high return on equity, and strong cash flow. MCI does not generally tailor its investment services to individual client needs, but may modify asset allocation in balanced portfolios. The firm's principals also invest their own assets alongside client assets.
Assets Under Management$1.9B
Clients91
AdvisorsN/A
Avg. per Client$21M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be waived or modified for a client. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.