MK Strategic Equities works with clients to determine their financial goals and risk tolerance. MK Strategic Equities then recommends a portfolio of mutual funds and exchange traded funds (ETFs) that invest in stocks, bonds, and cash. MK Strategic Equities reviews client portfolios regularly. The firm uses RightCapital financial planning software to model client financial scenarios.
Assets Under Management$3.2M
Clients7
Advisors3
Avg. per Client$460K
Avg. per Advisor$1.1M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...