Neumeier Capital Management is an independent registered investment advisor founded in 1991 and based in Concord, Massachusetts. The firm specializes in value investing, seeking out securities trading below their intrinsic value. For smaller portfolios under $1 million, Neumeier Capital Management primarily utilizes no-load mutual funds, while larger portfolios of over $1 million typically invest directly in U.S. common stocks, along with occasional mutual funds, closed-end funds, and foreign securities. The firm tailors its services to each client's specific after-tax income needs, liquidity requirements, and comfort with market volatility. In addition to investment management, Neumeier Capital Management offers optional financial planning services to help clients determine their after-tax income needs. The firm primarily serves individuals, corporations, employee benefit plans, foundations, and endowments, requiring a minimum investment of $1,000,000 to open an account.
Fee Structure
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 Neumeier Capital Management to negotiate a fee rate different from the standard schedule.