Methodica Investment Management (MIM) manages investment portfolios based on each client's individual needs and goals. MIM also offers financial planning services, which include evaluating a client’s current and future financial state to predict future cash flows, asset values, and withdrawal plans. MIM works with clients to identify financial goals and develop a plan to reach them, including investment analysis, retirement planning, and risk management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Clients may also pay a performance-based fee in addition to the standard advisory fee. The performance-based fee is based on the “Hurdle Rate Method,” where the Adviser gets compensated if and only if the Adviser generates a rate of return, on an annual basis, in excess of a negotiated hurdle rate, which is currently 2%. The performance fee is paid after a calendar year if and only if the portfolio’s performance crosses this hurdle, and when it does so, the Adviser receives 15% of the returns in excess of the hurdle rate.