MarketCycle Wealth Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to guide investment decisions. They primarily invest in mutual funds, equities, bonds, ETFs, and other securities to diversify portfolios. Clients can impose restrictions on investments, but MarketCycle Wealth Management reserves the right to end the relationship if restrictions hinder their ability to properly service the account.
Assets Under Management$20M
Clients28
Advisors1
Avg. per Client$710K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable or waived in cases of financial hardship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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