Moorgate Capital Management offers investment management services to high-net-worth individuals and institutions. They develop a deep understanding of each client’s financial situation to tailor an investment approach. Moorgate manages client assets via advisory accounts on a discretionary basis, selecting and executing transactions in mutual funds and other securities. They emphasize long-term value while mitigating the risk of capital loss.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.60% |
Fees are negotiable for clients with assets over $5,000,000. Clients must maintain a minimum of $1,000,000 of assets under management, negotiable at the Firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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