Montcalm TCR LLC provides investment management services to individuals, trusts, estates, charitable organizations, corporations, and a private investment fund. Investment management is offered primarily on a discretionary basis. Montcalm advises on stocks, bonds, ETFs, derivatives, and private funds. Client portfolios are managed based on individual needs, objectives, and financial goals. Montcalm may engage third-party professionals on a consulting basis to provide certain advice regarding Client’s account(s).
Assets Under Management$220M
Clients125
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.20% |
Montcalm may modify its annual fee through written agreement with its Clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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