Momentum Capital Management (MCM) offers investment management and financial planning services. MCM develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. MCM also provides financial planning services covering areas like business planning, cash flow, college savings, employee benefits, estate planning, investments, retirement, risk management, and tax strategies. MCM also offers project-based financial planning for specific needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Momentum Capital Management's annual advisory fee for wealth management is based on the value of your account and is paid quarterly in advance. The fee will not exceed 2.00%.
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