May Capital Management specializes in personal financial planning and asset management, providing advice on investments. The firm works with individuals, trusts, estates, and charitable organizations, using fundamental and technical strategies to select investments like equities, mutual funds, and exchange-traded funds. May Capital Management emphasizes customer service and a close working relationship with clients.
Assets Under Management$160M
Clients151
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable depending on individual portfolio circumstances and additional services requested.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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