Moran Tice Capital Management LLC

Fee-Only (% of Portfolio)

Moran Tice Capital Management provides investment management services to private pooled investment vehicles (funds) and separately managed accounts. The firm primarily invests in publicly traded stocks, including precious metals equities, but may also invest in debt, fixed-income securities, and other instruments. The firm's investment objective is to generate absolute returns that are not correlated to the S&P 500. The firm may also engage in short sales.

Assets Under Management$56M
Clients49
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$28M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm