NCM Capital Management provides fee-based financial planning and portfolio management services tailored to individual client circumstances and goals. The firm offers standalone financial planning covering cash flow, retirement needs, education funding, estate planning, and charitable giving. For ongoing portfolio management, NCM Capital Management operates on both discretionary and non-discretionary bases, constructing diversified portfolios using a blend of passive and active investment strategies aligned with Modern Portfolio Theory. Additionally, the firm offers comprehensive wealth management services that combine financial planning with portfolio management. NCM Capital Management works primarily with individuals, high-net-worth individuals, businesses, and retirement plans, emphasizing long-term, tax-efficient growth.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.20% |
Rates shown reflect the higher end of the standard investment management and wealth management ranges disclosed by the firm. Fees vary based on investment strategy and holdings, and are negotiable for accounts over $10 million.