Assets Under Management
$83.5M
Number of Clients
Not reported
Number of Advisors
6
Average Client AUM
N/A
AUM per Advisor
$13.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
March Capital Corp offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a portfolio that matches each client's specific situation. They generally limit investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs.
| Assets Under Management | 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.
200 E Randolph St #5100, Chicago, IL, 60601