Morgan Dempsey Capital Management provides investment management services, focusing on equity strategies like Large Cap Value, Enhanced Income, and Micro Cap. They also offer wealth management services for high net worth individuals with substantial assets. Morgan Dempsey does not offer financial planning services, but they may select a sub-advisor for the Enhanced Income strategy. They also provide portfolio models to Unified Managed Account programs.
Fee Structure
Morgan Dempsey charges a percentage of the value of your portfolio each year. The standard fee for separately managed Large Cap Value accounts is 0.50% annually, but this is negotiable. For Wealth Management clients, the maximum advisory fee is 0.50% annually, but this is also negotiable and may vary depending on the services provided.