Trustage Investment Management
Assets Under Management
$37.3B
Number of Clients
363
Number of Advisors
23
Average Client AUM
$102.6M
AUM per Advisor
$1.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MEMBERS Capital Advisors (MCA) provides investment management and advisory services to affiliated companies, institutions, and pension/profit-sharing plans. They offer advice on various investments, including equities, debt, and alternative investments. Accounts are managed based on client-provided investment policies. They may act as an ERISA 3(21) advisor or 3(38) manager.
Fee Structure
Fees for unaffiliated clients are negotiable, ranging from 0.10% to 1.00% annually based on the market value of assets managed. The level of fees depends on the engagement, account size, asset composition, and client preferences. Fees are billed monthly or quarterly in arrears and are typically non-refundable. Clients are responsible for custodial fees, brokerage expenses, and investment-related costs.
Areas of Practice
Location
5910 Mineral Point Rd, Madison, WI, 53705