Mill Capital Management offers investment advice and manages portfolios for individuals and charitable organizations. They create customized investment strategies using individual stocks, REITs, mutual funds, and ETFs. Mill Capital also provides financial planning services tailored to each client's needs. Clients can place restrictions on their accounts, but Mill Capital may decline relationships with overly restrictive guidelines.
Assets Under Management$1.5B
Clients106
Advisors3
Avg. per Client$14M
Avg. per Advisor$500M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Adviser’s investment management fee schedule ranges from 0.35% to 1.00% of the market value of the account, depending upon the assets under management and investment mandate for that individual client. Adviser may negotiate the fee charged in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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