Montgomery Capital Management (MCM) offers investment portfolio management and college funding consulting. MCM works with clients to create a financial outline and investment plan based on their goals and risk tolerance. MCM manages investment portfolios on a discretionary or non-discretionary basis. They primarily invest client accounts in mutual funds and ETFs.
Assets Under Management$8.7M
Clients16
Advisors1
Avg. per Client$550K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
MCM may negotiate special fee arrangements where MCM deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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