Minnick Capital Management has been a registered investment advisor since 1972. The firm offers portfolio management services, investing in cash, stocks, bonds, and mutual funds. Minnick Capital Management aims to preserve and increase capital within an acceptable risk framework. The firm is fee-only, charging a percentage of assets for portfolio management and an hourly fee for counseling.
Assets Under Management$19M
Clients76
Advisors1
Avg. per Client$260K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Management fees are not negotiable except for a specific charity. The firm also offers counseling services at $400/hour.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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