Marsden Capital Management (MCM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. MCM creates an investment plan for each client, considering their current investment situation and risk profile. MCM primarily invests in mutual funds, equities, bonds, ETFs, REITs, and government securities. Clients may impose restrictions on investments, but MCM reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$93M
Clients389
Advisors1
Avg. per Client$240K
Avg. per Advisor$93M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable, but will not exceed 1.50% per year.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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