MCM Investment Management Fees
|
Portfolio Size |
Equity Only
(Stocks) |
Balanced(Stocks &Bonds) |
Fixed Income Only(Bonds) |
|
Up to $1,000,000 |
1.0% |
1.0% |
0.50% |
|
Next $1,000,000 |
0.75% |
0.75% |
0.35% |
|
Next $8,000,000 |
0.60% |
0.50% |
0.25% |
|
Over $10,000,000 |
Negotiable |
Negotiable |
Negotiable |
Minimum fee - $5,000 annually
Questions & Answers About Fees
How is Mitchell Capital Management compensated?
- Mitchell Capital Management is a fee-based money manager and charges a percentage of clients’ portfolio value. Our incentive to perform well is directly aligned with our clients’ portfolio growth. Many investment advisors are commissioned-based, meaning, they are compensated by the number of transactions during a certain time period. We work to increase your account value. A win-win portfolio.
Can my management fees be deducted from the account?
- Yes. Fees can be deducted from most accounts, including IRAs. Most clients prefer the convenience of having the fees deducted directly from the account. However, the option of making payment by personal check is available.
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