Martin Capital Advisors (MCA) manages investment portfolios for individuals, trusts, estates, charities, and businesses. MCA makes investment decisions for clients, primarily using stocks, bonds, and cash. Clients can choose from different portfolio types based on their risk tolerance and desired returns. MCA provides quarterly performance reports, access to the portfolio manager, and record-keeping services. Financial plans are produced upon request at no additional fee.
Assets Under Management$180M
Clients84
Advisors8
Avg. per Client$2.2M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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