MGC Capital, LLC offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. MGC Capital generally limits its investment advice to equities, ETFs and commodities, although MGC Capital primarily recommends equities and commodities.
Assets Under Management$6.9M
Clients22
Advisors1
Avg. per Client$310K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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