Marcellus Capital Management (MCM) offers financial planning and investment management services. MCM meets with clients to understand their financial goals and risk tolerance, then proposes and implements financial plans and manages investment portfolios. MCM primarily invests in common stocks and investment-grade corporate bonds, but may also include other securities.
Assets Under Management$23M
Clients21
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Some clients pay a performance fee instead of a management fee. The performance fee is 25% of the investment return that exceeds a hurdle amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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