Minnick Capital Management is an investment advisory firm that has been in business since 1972, owned and operated by John D. Minnick. The firm specializes in full-time portfolio management for individuals, trusts, retirement plans, and charitable organizations. Minnick Capital Management builds personalized portfolios consisting of stocks, bonds, and mutual funds, tailoring each account based on individual client objectives such as growth, income, or tax considerations. The firm uses a combination of fundamental and technical research, alongside computer-driven market analysis, to navigate market trends and protect client capital. In addition to full portfolio management, Minnick Capital Management offers hourly investment counseling services for clients who want a portfolio review and written recommendations without full-time management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual management fee is 1.75%, billed quarterly in arrears based on average quarterly assets. Fees are generally not negotiable, except for certain non-profit organizations.