Morgan Dempsey Capital Management is a registered investment advisor founded in December 1994 and based in Milwaukee, Wisconsin. The firm specializes in equity investment strategies applying a value discipline and fundamental research approach, offering strategies such as Large Cap Value, Enhanced Income, and Micro Cap equity portfolios. For high-net-worth individuals and families, Morgan Dempsey Wealth Management develops personalized investment policies and asset allocation models using individual stocks, mutual funds, and alternative investments. The firm also provides investment management services through small account programs with brokerage firms, participates in unified managed account programs as a model provider, and acts as a sub-advisor for registered investment companies like the Morgan Dempsey Large Cap Value ETF. Morgan Dempsey generally emphasizes a long-term buy-and-hold philosophy and executes trades on a discretionary basis through client-designated custodians.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard fee for separately managed accounts and wealth management is 0.50% annually, negotiable at the firm's discretion. Unified Managed Account programs typically range from 0.27% to 0.40%.