MSA Capital Management, owned by Martin Samuel Altimore, offers investment advice and manages portfolios for individuals, small businesses, charities, and other entities. MSA Capital Management analyzes and constructs customized portfolios based on each client's financial needs, including risk tolerance, income needs, liquidity requirements, tax considerations, and time horizons. The firm primarily uses a Macro Approach, incorporating technical, fundamental, and economic analysis.
Assets Under Management$10M
Clients11
Advisors1
Avg. per Client$910K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are non-negotiable in most cases. Institutional bond accounts have a separate fee schedule: 0.50% for $100,000 to $1,000,000, negotiable above that.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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