Mooring Bay Capital Management provides investment management, portfolio analysis, and financial planning services to high-net-worth individuals, corporations, endowments, estates, and other entities. MBCM primarily focuses on fixed income investments, specifically municipal and infrastructure debt. Investment management is offered on a discretionary basis, tailored to each client's objectives and risk tolerance. Portfolio analysis and financial planning are also available, with implementation of investment advice at the client's discretion.
Assets Under Management$8.5M
Clients5
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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