Metz Capital Management provides investment supervisory services, primarily developing diversified portfolios invested in mutual funds without sales loads. They also advise on investments like certificates of deposit, bonds, stocks, and exchange-traded funds. Metz Capital focuses on clients’ investment objectives and risk tolerance, offering financial planning services such as comprehensive, estate, business, and educational planning. Clients provide financial information, and Metz Capital bases recommendations on professional judgment, without guaranteeing results.
Assets Under Management$86M
Clients170
Advisors1
Avg. per Client$510K
Avg. per Advisor$86M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.40% |
| $5M+ | 1.00% |
Fees are generally not negotiable, but may be under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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