Mark Allan Capital Management, LLC (MACM) offers asset management services to clients. MACM develops an investment strategy based on each client’s investment objectives, financial and tax status, risk tolerance, and time horizon. MACM assists clients in opening a custodial account and initiating securities transactions. MACM can manage accounts on a discretionary or non-discretionary basis.
Assets Under Management$800K
Clients11
AdvisorsN/A
Avg. per Client$73K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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