MCAP Investment Management offers fee-based investment portfolio management services, including tailored asset allocations and portfolio construction. They advise on stocks, bonds, mutual funds, and exchange-traded funds. They may also implement covered option writing strategies. MCAP incorporates limited financial planning to complement their investment portfolio management services, but does not prepare financial plans. Services are tailored to each client's individual needs.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are negotiable. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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