Do you have at least $50,000 to invest?

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Start building your asset allocation - on your own, or with an advisor
RISK QUESTIONNAIRE

RISK QUESTIONNAIRE

This tool will evaluate your risk profile and suggest a suitable asset allocation.

FINANCIAL GOALS

FINANCIAL GOALS

This tool allows you to model your financial goals and offers a suitable portfolio.

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REQUEST CONSULTATION

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Our Company

Model Capital Management LLC manages custom portfolios for today's demanding investors. Asset allocation is the source of most of return and risk for any portfolio - but it's only a start. Investment advice and daily professional attention to clients' investments is our full-time job.

Concerned about the market? Our dynamic risk-based portfolios are designed to reduce downside risk.

Our company was founded in 2012, and is owned by its two partners. Having no broker-dealer affiliations eliminates many potential conflicts of interest in our role as a fiduciary – putting client interest first. We will not invest your money in costly funds or earn commissions. Our single annual fee ranges between 0.5% and 0.7%.

Leadership Team

Roman Chuyan, CFA
Partner, Advisor

Roman co-founded the firm in 2012, and his investment experience began in 1997. The firm’s strategy is powered by a fundamental-based, forward-looking approach that Roman had developed over the previous decade. He holds a Master's in Finance degree from Bentley University, has several published papers, and holds a CFA designation.

Frank Donovan
Vice President, Business Development

Frank directs business development activities for the firm. He brings in over twenty years of sales management experience. Frank received his B.S. in Economics from The Wharton School at the University of Pennsylvania.

CONTACT

  •   (617) 854-7417
  •   60 State St. Suite 700, Boston MA 02109
  •   contact@investmcm.com.

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Compare Fees

Our all-inclusive annual fee is 0.6% (60 basis points).

Others often charge much higher fees, see examples below (for $100,000 accounts, in basis points = 1/100s of a percent).
Investors also often pay MULTIPLE fees, such as Advisor on top of high Fund fees. Contact us for details.

See sources.

60
Our Management Fee
130
Average Advisor Fee
125
Average 401(k) Fee
68
Avg. Active Equity Mutual Fund Fee

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