McElhenny Sheffield Capital Management (MSCM) provides investment management services through separately managed accounts, primarily using tactical exchange-traded fund (ETF) strategies. These strategies are based on quantitative algorithms and aim to capitalize on market trends while managing risk. MSCM also offers financial planning services. MSCM's investment strategies are complex and involve risks, including potential errors in calculations and reliance on market data.
Fee Structure
MSCM charges a management fee of up to 2% per year of the value of your account. This fee is debited monthly. The firm may reduce or waive the fee at its discretion. Fees are negotiable. MSCM may invest your account in the MSMR Fund, for which it receives a sub-advisory fee, creating a potential conflict of interest. Clients investing in the MSMR Fund will generally be subject to both MSCM's management fee and the Fund's management fees.