MV Capital Management (MVCM) offers investment advisory services, including discretionary and non-discretionary management. They also provide financial planning and consulting services on investment and non-investment related matters. MVCM's approach focuses on understanding each client's unique needs and tailoring investment strategies accordingly. They may recommend independent managers and single strategy programs. Clients are responsible for notifying MVCM of any changes in their financial situation or investment objectives.
Assets Under Management$1.3B
Clients511
Advisors8
Avg. per Client$2.5M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.80% |
| $10.0M - $12.5M | 0.75% |
| $12.5M - $15.0M | 0.70% |
| $15.0M - $17.5M | 0.65% |
| $17.5M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees for over $20 million are individually assessed. MVCM's fee and minimum account requirements are negotiable in its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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