MAPT Capital manages investment portfolios and offers comprehensive financial planning services. MAPT Capital builds tailored investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and government securities, aligning portfolios with your personal risk tolerance and financial goals. In addition to investment management, MAPT Capital provides personalized financial planning covering retirement projections, tax strategies, estate planning, cash flow management, insurance analysis, and college savings. Financial planning is included at no extra cost for clients who maintain at least $500,000 in assets under management. MAPT Capital also offers standalone financial planning services for clients below that asset level on a project basis. Founded in 2026 and based in Madison, Wisconsin, the firm operates as a registered investment advisor and is owned by its principal advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are negotiable. Financial planning is included at no additional cost for clients with at least $500,000 in assets under management.