Mutual of America Capital Management provides investment advisory services to registered investment companies (mutual funds), institutional investors (like pension plans and endowments), and its parent company. They offer active and passive investment management across various asset classes, including equity, fixed income, and multi-asset strategies. For institutional clients, they also provide asset allocation services limited to investments within the MoA Funds.
Assets Under Management$19B
Clients2
AdvisorsN/A
Avg. per Client$9.6B
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 $10.0M | 0.90% |
| $10.0M - $40.0M | 0.85% |
| $40M+ | 0.75% |
These fees are for active small cap equity portfolios. Fees for other portfolio types vary. Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.