Mountain Capital Management (MCM) offers continuous investment advice based on individual client needs. MCM develops a personal investment policy through discussions to establish goals and objectives, then creates and manages a portfolio accordingly. MCM manages accounts on a discretionary basis, considering factors like risk tolerance and tax implications. Investment recommendations include stocks, bonds, and exchange-traded funds.
Assets Under Management$67M
Clients8
Advisors1
Avg. per Client$8.4M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in certain circumstances. MCM may also group certain related client accounts for the purposes of achieving the minimum account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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