March Capital CORP.
Assets Under Management
$83.5M
Number of Clients
Not reported
Number of Advisors
6
Average Client AUM
N/A
AUM per Advisor
$13.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
March Capital Corp offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a portfolio that matches each client's specific situation. They generally limit investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, commodities and non-U.S. securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $1,500,000 portfolio would cost approximately $13,125 per year. These fees are negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. The account minimum for MCC’s services is $1 million.
Areas of Practice
Location
200 E Randolph St #5100, Chicago, IL, 60601