Mulberry Capital Management offers portfolio management services based on clients' goals, objectives, and risk tolerance. They create an Investment Policy Statement for each client. They may also direct clients to third-party investment advisors. Mulberry Capital Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts over $3,000,000. There is also an Endowment and Foundation Fee Schedule with lower rates. When using a third party manager, MCM will receive its standard fee on top of the fee paid to the third party adviser.