Metcalf Investment Management (MIM) provides investment management services to individuals, high net worth individuals, trusts, estates, corporations, and business entities. MIM also offers services to qualified retirement plans, including 401(k) plans. MIM determines investment objectives and constraints, investment strategies, investment selection, asset allocation, and portfolio monitoring.
Assets Under Management$2.4M
Clients5
Advisors1
Avg. per Client$480K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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