Minnick Capital Management
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About
Minnick Capital Management provides discretionary portfolio management and investment counseling for individual investors, trusts, retirement plans and charitable organizations. The firm offers managed accounts for clients who seek ongoing portfolio oversight and also provides hourly counseling services that carry no account minimums.
The firm’s investment process blends fundamental and technical analysis to identify primary market trends and attractive industry groups, with client portfolios tailored to growth/income or income/growth objectives. Client accounts are monitored daily and reviewed weekly using proprietary analysis reports to guide trading, timing and tax-sensitive decisions such as realizing or deferring gains and coordinating gifts of appreciated securities.
Notable aspects of the firm include its solo-practitioner structure with a principal who is both a licensed attorney and a CFA Institute member, an uncommon combination among peers. Minnick operates on a fee-only basis, using percentage-of-assets billing for managed accounts and hourly billing for counseling, does not accept outside commissions, and does not act as a private fund adviser.
Client services
Expertise
Fee options
1.75% per annum, calculated quarterly on the average quarterly assets
$400.00 per hour for counseling clients
Account minimum: $100,000 Fee-only: Fee-only adviser; charges a flat percentage of assets for portfolio management, no commissions
Main office
5879 S.W. 29th Street
Topeka KS 66614
Advisors at this office
1
Most active in
Kansas · Texas
Also doing business as
John D. Minnick, Attorney · Minnick Capital Management · Minnick, John Desmond
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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