Martin Capital Planning (MCP) provides portfolio management tailored to individual client goals and risk tolerance. MCP also offers pension consulting services, including investment objective identification and manager monitoring. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. MCP primarily advises on mutual funds, fixed income, equities, ETFs, and other securities to diversify portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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