Miltonian Capital Management (MCM) offers investment advice and supervisory services to individuals, trusts, estates, charitable organizations, and other business entities. MCM also provides consulting services outside of direct asset management. MCM aims to provide suitable investment advice tailored to clients' needs, considering their experience, resources, risk tolerance, time horizon, income needs, and tax issues. MCM also offers financial planning services.
Assets Under Management$45M
Clients27
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee schedule ranges from 0.65% to 1.50% of assets under management. This is subject to review of services provided, and certain fees are negotiable based upon account mix and client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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