Fee Schedule
NCM’s fee schedule for Discretionary and Non-Discretionary Individual Accounts with a Core or Growth mandate is 1.25% of assets for the first $5,000,000 of assets and .80% for the next $5,000,000 of assets. There is an account minimum of $300,000 and there is a minimum annual fee of $1250.00. (Please see ADV Form Part 2A Item 5).
NCM’s fee schedule for Pension and Profit Sharing Plans and Separate Institutional Accounts with an all-equity Large Cap Core or Growth Mandate is:
- First $10 Million @ .80% of assets
- Next $20 Million @ .60% of assets
- Next $20 Million @ .50% of assets
- Next $50 Million @ .45% of assets
- Over $100 Million @ .35% of assets