Malcolm Capital Management LLC manages investment portfolios for clients using active management strategies. This involves buying and selling securities to improve performance. The firm offers two main strategies: Tactical Asset Allocation and Tactical Income. They work with clients to assess their suitability for these strategies based on factors like age, financial situation, and risk tolerance. Accounts are managed on a discretionary basis, meaning Malcolm Capital Management can make trades without asking first.
Fee Structure
Malcolm Capital Management charges a percentage of your portfolio each quarter. For the Tactical Asset Allocation strategy, the fee is 0.35% per quarter (about 1.4% per year). For the Tactical Income strategy, it's 0.3% per quarter (about 1.2% per year). These fees are based on the average daily balance of your account, including all holdings and cash. Fees are typically deducted from your account at the beginning of the month following the end of the quarter.