Mountain Ash Capital (MAC) provides ongoing portfolio management tailored to each client's goals, risk tolerance, and time horizon. MAC also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. MAC primarily recommends equities but may use other securities. MAC acts as a fiduciary, prioritizing client interests.
Assets Under Management$840K
Clients4
Advisors1
Avg. per Client$210K
Avg. per Advisor$840K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.15% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...