Assets Under Management
$3.7B
Number of Clients
254
Number of Advisors
14
Average Client AUM
$14.7M
AUM per Advisor
$265.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
MCM provides investment advisory services to individuals, families, and organizations, including ongoing advice based on individual needs. They manage portfolios on a discretionary basis and may allocate assets to third-party managers. Family Office Services are also offered for clients of certain size and complexity. MCM also manages private limited partnerships (Equinox Funds) and offers private real estate services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees may be discounted for charitable foundation accounts and are negotiable on a client-by-client basis.
3657 Main Street, Manchester, VT, 05254