Maryland Capital Advisors (MCA) creates investment portfolios for clients based on their individual needs. MCA uses Modern Portfolio Theory, believing markets are efficient and avoiding stock-picking or market-timing. MCA works with clients to create an Investment Policy Statement, outlining an asset allocation plan. MCA manages investments using institutional class funds, exchange-traded funds, and individual fixed-income securities.
Assets Under Management$490M
Clients190
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $6.0M | 0.30% |
| $6.0M - $7.0M | 0.30% |
| $7.0M - $8.0M | 0.30% |
| $8.0M - $9.0M | 0.30% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $11.0M | 0.20% |
| $11.0M - $12.0M | 0.20% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | 0.20% |
Fees are negotiable for accounts over $15 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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