Meziab Capital Management (MCM) offers personalized investment advice and manages investment portfolios for clients. MCM considers your financial situation, investment goals, and risk tolerance when making recommendations. MCM primarily uses stocks and bonds but may also use mutual funds and exchange-traded funds. MCM monitors portfolios and adjusts them as needed based on market conditions and your circumstances.
Assets Under Management$36M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on anticipated future earnings capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with the client, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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