M Street Capital offers financial planning and investment management services to individuals and small businesses. Financial planning includes analyzing a client's financial situation and creating a written plan to achieve their goals. Investment management is offered through a wrap fee program where clients pay a single fee for advisory and brokerage services. M Street Capital tailors its services to each client's individual needs and allows for reasonable restrictions on investments.
Fee Structure
M Street Capital offers investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.75% of your portfolio, depending on factors like the amount of assets managed, account composition, and the complexity of the engagement. This fee covers both advisory and brokerage services. The fee is paid quarterly in advance, based on the value of your account at the end of the prior quarter.