Neumeier Capital Management (NCM) offers investment advice tailored to your after-tax income needs, how much cash you need readily available, and your comfort level with market swings. NCM primarily uses a value investing strategy, seeking securities priced below their true worth. For smaller portfolios (under $1,000,000), NCM mainly uses no-load mutual funds. For larger portfolios, NCM invests primarily in U.S. common stocks but may also use mutual funds, closed-end funds, and other securities.
Assets Under Management$25M
Clients21
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Individual portfolio circumstances may allow NCM to negotiate a fee rate different from the standard schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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