MCM Account Types

Meyer Capital Management (MCM) offers various account types tailored to meet the diverse needs of investors. The primary accounts include:

• Custom Portfolios:
• Management Fee: 1.0% on the first $1,000,000, 0.75% on the next $1,500,000, 0.50% on the next $2,500,000, and 0.35% on all funds thereafter.
• Minimum Fee: $2,500 applies to aggregate accounts within the same household.
• Investment Strategy: Customized to the specific needs of clients, allowing restrictions on certain securities.
• Growing Investor Program:
• Annual Management Fee:
• $250 for $1,000 - $9,999
• $300 for $10,000 - $19,999
• 1.65% for $20,000 - $49,999
• 1.50% for $50,000 - $99,999
• 1.25% for $100,000 - $249,999
• Minimum Contribution Requirement: Clients must make annual contributions that align with the specified asset ranges.
• Investment Planning Services: Offered on a project basis for a separate fee, typically ranging from $500 to $5,000 annually.

MCM Broker Account Opening Process

Opening an account with Meyer Capital Management involves several straightforward steps:

• Select Account Type: Decide between a Custom Portfolio or a Growing Investor Program based on your investment needs.

• Provide Personal Information: You will need to submit personal details, including:

• Name
• Social Security Number (or Taxpayer Identification Number)
• Address
• Telephone number
• Employment status and occupation
• Annual income and net worth

• Complete the Application: Fill out the account application form and specify your investment objectives and risk tolerance.

• Submit Documentation: Upload any required identification documents, such as a valid government-issued ID.

• Fund Your Account: After your account is approved, you can fund it through an electronic transfer from your bank account or by mailing a check.

• Start Investing: Once your account is funded, you can begin making investment decisions according to your chosen strategy.

For further details, you can review the specific requirements and processes outlined in MCM's official documentation.