M Capital Wealth Management provides portfolio management and general consulting services to individuals, corporations, trusts, estates, and charitable organizations. They work with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. They manage investment portfolios on a discretionary basis, but clients can impose certain restrictions. MCWM also provides retirement plan consulting services to plans and plan fiduciaries.
Assets Under Management$50M
Clients72
Advisors2
Avg. per Client$690K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.50% |
| $4M+ | 0.75% |
MCWM may negotiate special fee arrangements where MCWM deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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