Market Cycle Investments LLC (MCI) offers investment advisory services, primarily managing sector ETF portfolios. MCI adjusts investment allocations based on perceived market risk. They offer three portfolio options: Safety First, Bull/Bear Trend, and Custom Client. MCI does not provide financial planning services. Clients can impose reasonable restrictions on their accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies to the Safety First Portfolio and Custom Client Portfolio. The Bull/Bear Trend Portfolio has the same 1% AUM fee plus a 15% performance fee on capital gains at year end with a high water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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