Metis Capital Management (MCM) offers investment management services, both with and without discretion, tailored to each client's individual needs, objectives, and risk tolerance. MCM primarily manages balanced growth portfolios, focusing on stocks with accelerated earnings momentum. They also manage fixed income accounts with a conservative approach. MCM works with clients to define their objectives and constraints, developing a portfolio that attempts to meet their needs.
Assets Under Management$34M
Clients25
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
For equity and balanced accounts. Fees are negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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