MER Capital Management offers quantitative equity investment strategies to individuals, corporations, trusts, foundations, and endowments through separately managed accounts. MER also serves as a sub-advisor to clients of other wealth management firms and provides model portfolios to third-party investment managers. MER's investment approach is systematic and unemotional, using computer models based on historical data to select stocks. MER does not provide financial planning, securities custody, or other similar services.
Assets Under Management$780K
Clients5
Advisors1
Avg. per Client$160K
Avg. per Advisor$780K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.68% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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