Model Capital Management (MCM) primarily manages investment portfolios for other registered investment advisors, using core and tactical portfolio models. MCM offers both discretionary and non-discretionary investment management services. MCM does not provide services to individual clients currently, but is permitted to do so in the future.
Assets Under Management$48M
Clients11
Advisors2
Avg. per Client$4.3M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Model Capital Management charges a fee based on the amount of assets they manage for their registered investment advisor clients. This fee typically ranges from 0.4% to 1.0% per year, depending on the advisory service and the amount of assets managed. The fee is negotiable.
Loading...