Mountain Capital Management INC
Assets Under Management
$66.8M
Number of Clients
8
Number of Advisors
1
Avg. Portfolio per Client
$8.4M
Avg. Managed per Advisor
$66.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
CT, United States