Mercer Island Capital Management offers ongoing investment management services tailored to individual client needs. They also provide financial planning, which may include retirement planning, college funding, and estate planning. The firm uses modern portfolio theory and asset allocation strategies. They may also use derivatives. Clients can impose restrictions on investments. Mercer Island Capital Management collaborates with external money managers to diversify SMA offerings.
Assets Under Management$18M
Clients15
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$9M
www.linkedin.com/in/carlosluisobando ·www.micap360.com ·www.linkedin.com/company/mercer-island-capital
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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