Millbank Dartmoor Portsmouth LLC (MDP) offers investment advice to sophisticated investors through separately managed accounts. MDP uses strategies involving index futures and options to achieve specific investment objectives. MDP manages investments for institutional clients, foundations, pensions, endowments, and high-net-worth individuals.
Fee Structure
MDP charges an investment management fee on separately managed accounts, ranging from 0.25% to 0.60% per year. The fee is negotiated with each investor and documented in their Investment Management Agreement. Fees are charged monthly or quarterly, either in advance or after the fact. Clients are also responsible for third-party fees such as custodian and brokerage fees. If client assets are invested in ETFs, the client will bear their share of the ETF's fees in addition to MDP's fee.