Mark Muecke Capital Management provides investment advice and financial services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, and small businesses. The firm focuses on helping clients develop and execute plans designed to build and preserve wealth. They offer asset management services, managing securities to meet client investment goals, and financial planning services, including comprehensive financial planning, estate planning, business planning, and educational planning.
Assets Under Management$48M
Clients49
Advisors1
Avg. per Client$990K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable based upon certain circumstances. A flat fee may also be negotiated as long as it does not exceed the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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