MidAtlantic Capital Management offers investment advice and manages investment portfolios for individuals, families, pension plans, and other organizations. For individuals, MidAtlantic creates a personalized investment policy and manages a portfolio based on the client's goals, risk tolerance, and time horizon. MidAtlantic also provides retirement plan services to plan sponsors, including assistance with developing investment policy statements and monitoring investment options.
Assets Under Management$480M
Clients172
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.92% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.72% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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