Miramar Capital LLC is an investment management firm located in Northbrook, Illinois. They offer investment advisory services to individuals, high net worth individuals, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. Miramar focuses on understanding each client's investment objectives and risk tolerance to create custom-tailored portfolios. They also offer financial planning services, engaging clients in conversations around their goals, objectives, priorities, vision, and legacy.
Assets Under Management$510M
Clients147
Advisors3
Avg. per Client$3.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $4.0M | 1.25% |
| $4.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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