Moler Capital Management (MCM) provides investment advice and manages investment portfolios for individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. MCM uses Modern Portfolio Theory, diversifying investments across multiple asset classes, investment styles, market capitalizations, sectors, and regions. MCM manages accounts on a discretionary basis, tailoring strategies to individual client needs and goals. MCM primarily invests in mutual funds and ETFs, particularly those offered by Dimensional Fund Advisors (DFA).
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 1.00% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
MCM aggregates related account balances of clients within the same household for purposes of achieving the advisory fee breakpoints. Some accounts are under different fee schedules honoring prior agreements. We also manage some family and related accounts without charge.