Mountain Avenue Capital (MAC) provides investment management and financial planning services to individuals, high net worth individuals, and business entities. MAC offers both discretionary and non-discretionary asset management. Financial planning services include a comprehensive evaluation of an investor's current and future financial state, covering financial goals, net worth, cash flow, retirement strategy, risk management, investment planning, tax reduction, and estate preservation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).