San Mateo Capital Management offers portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to outline their current situation and construct a plan to select a suitable portfolio. SMCM generally invests in mutual funds, equities, bonds, fixed income, ETFs, REITs, and government securities. They may also use other securities, real estate limited partnerships, private credit funds or other private equity investments to help diversify a portfolio when applicable.
Assets Under Management$54M
Clients20
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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