Mordkovich Capital offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without client permission. They also offer financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. They primarily advise on mutual funds, equities, bonds, ETFs, and REITs.
Assets Under Management$24M
Clients29
Advisors1
Avg. per Client$830K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable. Accredited investors may also be charged a performance-based fee of 10% of net profits above a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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