Marsico Capital Management (MCM) is an investment advisor that manages growth equity portfolios for institutions and individuals. MCM offers focused growth, large cap growth, select alpha growth, midcap growth focus, international growth and global growth strategies. MCM uses macroeconomic analysis and company-specific research to identify investment opportunities. MCM also provides services to wrap account programs.
Assets Under Management$4B
Clients24
Advisors1
Avg. per Client$170M
Avg. per Advisor$4B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.65% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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