MCG Capital Management monitors the investment activity in the Price Funds to ensure they adhere to their stated investment objectives. MCG also provides solicitation services for Price Asset Management. Michael Giese, the President of MCG, is also a registered representative with Ceros Financial Services and can make recommendations for investments in OnTrack Core Fund.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
MCG receives 0.65% per annum of the aggregate assets invested in the Price funds. Michael Giese receives ordinary commissions on any investment in OTRFX.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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