Miramar Capital Fees & Minimum

Overview

Headquarters: Northbrook, IL
Total Firm Assets: $550 million
Average High-Net-Worth Client Portfolio Size: $3.9 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: FORM ADV, PART 2A BROCHURE (2026-03-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.40%
$1,000,001	$4,000,000	1.25%
$4,000,001	$7,000,000	1.00%
$7,000,001	$10,000,000	0.80%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$14,000	1.40%
$5 million	$61,500	1.23%
$10 million	$105,500	1.06%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 73.71%
Number of High-Net-Worth Clients: 103
Total Client Accounts: 369
Discretionary Accounts: 361
Non-Discretionary Accounts: 8

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 290909

FORM ADV, PART 2A BROCHURE (2026-03-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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