March Capital Corp (MCC) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. MCC creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a suitable portfolio. MCC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. MCC does not participate in wrap fee programs.
Assets Under Management$83M
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...