Money Calculus LLC (MC) provides investment management and financial planning through its Wealth Management Program, which includes discretionary portfolio management. MC also offers Hourly Consulting for limited-scope advice. MC uses exchange-traded funds, mutual funds, and U.S. Treasury securities for client portfolios. MC does not take custody of client funds.
Assets Under Management$20M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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