MZ Capital Management offers personalized investment advice, including asset management and financial planning. Financial planning involves gathering information to assess a client's financial situation and goals, resulting in a written plan. Asset management provides ongoing supervision of client accounts, making trades according to an investment policy statement. Services are tailored to individual client needs, but MZ Capital Management will not work with clients whose objectives are incompatible with their investment philosophy.
Assets Under Management$140M
Clients75
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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