Metz Capital Management LLC
Assets Under Management
$86.4M
Number of Clients
170
Number of Advisors
1
Average Client AUM
$508K
AUM per Advisor
$86.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Metz Capital Management provides investment supervisory services, primarily developing diversified portfolios invested in no-load mutual funds. They also offer advice on various investments like CDs, bonds, equities, and ETFs. Financial planning services are available, including comprehensive financial, estate, business, and educational planning. Fees may be negotiable under certain circumstances.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.40% |
| $5M+ | 1.00% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Investment management fees are 0.35% per quarter (1.4% annually) on assets up to $5 million, and 0.25% per quarter (1.0% annually) on assets exceeding $5 million. Hourly consultation fees are $175 per hour. Financial planning fees are fixed up to $10,000, based on an hourly rate of $250-$500 per hour, and are negotiable. There is no minimum account size.
Areas of Practice
Location
439 Kings Hwy, Lewes, DE, 19958