MKG Capital Management, LLC has been in business since 1999, providing investment management and financial planning services. MKG Capital Management manages private investment funds and separate accounts for clients, taking a long-term, fundamentals-based approach to investing primarily in publicly traded U.S. equities. MKG Capital Management also offers financial planning services such as net worth calculations, budgeting, retirement projections, asset allocations, and stock option analysis. The firm operates on a discretionary basis, meaning it makes investment trades on behalf of clients without needing prior approval for each trade. MKG Capital Management works with high-net-worth individuals, institutions, trusts, endowments, and pension plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual management fees typically range from 0.5% to 2.5% of assets under management and are fully negotiable. Certain eligible clients may also be subject to a performance fee of 15% to 25% of net profits exceeding a hurdle rate.