Great Mountain Capital Management offers investment management and consulting services to individuals, pension plans, trusts, estates, charities, corporations, and other business entities. They primarily allocate client assets among individual debt and equity securities, mutual funds, and exchange-traded funds. They also offer financial consulting services for an hourly fee, which may include tax-related matters. Great Mountain Capital Management uses market timing strategies and technical analysis to predict market movements.
Fee Structure
Great Mountain Capital Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 1.00% to 1.25% per year, charged quarterly. The exact percentage depends on the types of investments and the size of your account. Accounts with municipal bonds will be charged a fee at the lower end of the range, while accounts with equity securities will be charged a fee at the higher end of the range. Larger accounts will be charged a lower investment management fee.