Momentum Capital Management provides continuous investment management and personalized financial planning for individuals, families, and businesses. Operating as a registered investment advisor, Momentum Capital Management builds custom portfolios based on each client's specific goals, risk tolerance, and tax situation. The firm's approach combines asset allocation with fundamental and technical analysis, using stocks, bonds, exchange-traded funds, mutual funds, and options. For qualifying clients, the firm may also recommend alternative investments such as non-traded real estate investment trusts, private equity, and private credit. In addition to managing investments, Momentum Capital Management offers standalone project-based financial planning covering areas such as retirement, cash flow and debt management, estate planning, tax strategies, and college savings.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable at the firm's discretion based on family relationships, close personal ties to an advisor, or ultra-high net worth accounts.