Malvern Capital Management (MCM) offers investment management based on client goals, typically using mutual funds and ETFs. MCM also provides financial planning services to help individuals set long-term financial goals, covering investments, tax planning, and retirement. Financial consulting services are also available for project-specific work. MCM also provides investment management services to retirement plans.
Assets Under Management$260M
Clients133
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees and terms are negotiable on a case-by-case basis. Legacy clients may experience higher fees. If a sub-advisor is used, the total investment management service fee plus sub-advisor fee shall not exceed 2.00% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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