Modell Capital Management (MCM) provides asset management services, tailoring investment strategies to individual client needs. MCM assists clients with their overall financial plan, including tracking outside investments and retirement considerations. MCM has the authority to make investment decisions without consulting clients, but clients can set restrictions. MCM may recommend other professionals but does not receive compensation for these recommendations.
Assets Under Management$1.9B
Clients394
Advisors3
Avg. per Client$4.8M
Avg. per Advisor$630M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Legacy clients may be charged under a different fee schedule. Fees may be waived or negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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