Morgan Dempsey Capital Management LLC
Assets Under Management
$286.6M
Number of Clients
563
Number of Advisors
3
Average Client AUM
$509K
AUM per Advisor
$95.5M
Compensation
Fee-Only (AUM)
About This Firm
Morgan Dempsey Capital Management provides investment management services, focusing on Large Cap Value, Enhanced Income, and Micro Cap equity strategies. They primarily serve individuals, high-net-worth individuals, and institutions. Wealth Management clients require a $3 million minimum. The firm also offers sub-advisory services and participates in UMA programs.
Fee Structure
Investment management fees are 0.50% annually, based on the portfolio's market value and billed quarterly. Fees are negotiable. The minimum account size is $100,000 for Large Cap Value and Micro Cap strategies, and $400,000 for the Enhanced Income strategy. Clients may be charged additional fees by brokerage firms and for investments in ETFs.
Areas of Practice
Location
111 Heritage Reserve, Suite 200, Menomonee Falls, WI, 53051