Assets Under Management
$86.4M
Number of Clients
170
Number of Advisors
1
Average Client AUM
$508K
AUM per Advisor
$86.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Metz Capital offers discretionary investment management, focusing on diversified portfolios primarily in no-load mutual funds. They also provide financial planning services, including comprehensive, estate, business, and educational planning. Fees are based on assets under management or hourly rates for consultation.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.40% |
| $5M+ | 1.00% |
Fees may be negotiable under certain circumstances.
439 Kings Hwy, Lewes, DE, 19958