NCM Capital Management offers financial planning and investment management services. Financial planning covers cash flow, retirement, education, and estate planning. Investment management is offered on a discretionary basis, where NCM makes investment decisions without needing client approval for each trade. NCM also provides wealth management services, combining financial planning and investment management.
Fee Structure
NCM Capital Management offers investment management and wealth management services, both charged as a percentage of your portfolio's value. The exact percentage depends on the amount you invest and the investment strategy used. Fees are billed quarterly. The more complex the investment strategy, the higher the fee. Fee ranges are provided below:
Investment Management Services:
- $0 - $499,999: 1.00% - 1.50%
- $500,000 - $999,999: 0.90% - 1.40%
- $1,000,000 - $1,999,999: 0.65% - 1.30%
- $2,000,000 - $4,999,999: 0.60% - 1.25%
- $5,000,000 - $9,999,999: 0.55% - 1.20%
- $10,000,000 – Above: Negotiable
Wealth Management Services:
- $0 - $499,999: 1.30% - 1.50%
- $500,000 - $999,999: 1.20% - 1.75%
- $1,000,000 - $1,999,999: 1.00% - 1.65%
- $2,000,000 - $4,999,999: 0.80% - 1.40%
- $5,000,000 - $9,999,999: 0.55% - 1.30%
- $10,000,000 – Above: Negotiable