Morgan Dempsey Capital Management LLC
Assets Under Management
$286.6M
Number of Clients
563
Number of Advisors
3
Avg. Portfolio per Client
$509K
Avg. Managed per Advisor
$95.5M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Morgan Dempsey Capital Management provides investment management services, focusing on equity strategies like Large Cap Value, Enhanced Income, and Micro Cap. They also offer wealth management for high-net-worth individuals. Morgan Dempsey does not offer financial planning services. They manage investments through custodial accounts and may use sub-advisers for certain strategies. They also participate in wrap fee programs and Unified Managed Accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable for accounts of substantial size, or with platforms with small accounts that in aggregate are of substantial size, or with large institutional manager-of-manager accounts whose multi-manager investment guidelines and business model require a lower fee, or with accounts which are affiliated, whether by family or corporate relationships.
Fee Estimator
Areas of Practice
Location
10850 W. Park Place, Suite 470, Milwaukee, WI, 53224