MRC Group LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. MRC Group LLC generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs (including ETFs in the gold and precious metal sectors) and treasury inflation protected/inflation linked bonds, although MRC Group LLC primarily recommends equities. Clients may impose restrictions on investments, but MRC Group LLC reserves the right to end the relationship if restrictions prevent proper service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 1.25% of assets under management along with a 15.00% performance fee based on capital appreciation.