Mork Capital Management

Fee-Only (% of Portfolio)

Mork Capital Management operates as an investment management firm that serves exclusively as the investment manager and general partner for its affiliated private investment fund, MCAPM, L.P. Mork Capital Management does not provide advisory services to individual retail clients or any other types of clients. The firm focuses on generating long-term capital appreciation through a diversified investment strategy utilizing stocks, exchange-traded funds, bonds, options, and other financial instruments. Prospective investors must qualify as accredited investors or meet other specific exemptions to invest in the fund.

Assets Under Management$200M
Clients1
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.50%
$20.0M - $30.0M0.25%
$30M+0.13%

Rates shown are for MCAPM, L.P. Interests. NXT Energy Sub-Account Interests have lower rates ranging from 0.50% down to 0.0625%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

0 Advisors at this firm

No advisors found for this firm.