Morgan Capital Group offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services such as risk assessment, investment planning, and estate planning. Services are offered through Investment Advisory Representatives to individuals, high net worth individuals, corporations, and small businesses. Morgan Capital Group may recommend a bundled fee program.
Assets Under Management$100K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$100K
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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