Montecito Capital Management Group (MCM) offers ongoing portfolio management services based on clients' individual goals, objectives, time horizon, and risk tolerance. MCM reviews clients' financial situations and provides recommendations to help them attain their stated goals. MCM also provides financial planning services. MCM does not limit its investment advice to specific types of investments or securities.
Assets Under Management$28M
Clients27
Advisors1
Avg. per Client$1M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.5M | 0.90% |
| $2.5M - $4.5M | 0.80% |
| $4.5M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable. Family Office Rates: 0.35%-0.50% for clients with over $10,000,000 in assets, but MCM currently does not have any family office clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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