Mercer Island Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“This negotiable rate would normally not exceed $250 per hour.”

Quarterly fee

$4,375⁠-⁠$17,500/qtr

“Calculate Quarterly Fee (billed in advance) $17,500 / 4 = $4,375 per quarter This quarterly fee is calculated based on the market value of assets under management at the end of the previous quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mercer Island Capital Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Investment advisory fees charged by us are negotiable at our sole discretion.”
• “Advisory fees are billed quarterly, in advance, based on the market value of assets under management at the end of the previous quarter.”
• “If an account is opened or terminated mid-quarter, the advisory fee is strictly prorated based on the number of calendar days the account is active.”

How Mercer Island Capital Management, LLC’s fees compare

• Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Mercer Island that publish an hourly rate charge less.

About Mercer Island Capital Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$22,747,336

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283752

Website

micap360.com (opens in new tab)

Phone

(206) 501-4976

Other planners in Mercer Island that publish fees

• DLK Investment Advisors, LLCMercer Island$250⁠-⁠$500/hr, $3,000/yr
• Goldbloom Wealth Management LLCMercer Island$500/hr, $1,000⁠-⁠$20,000
• Paysse Jennison Financial Advisors, Paysse JennisonMercer Island$175/hr
• The Planner's Edge LLCMercer Island$300/hr, $1,500⁠-⁠$50,000
• Vega Financial LLCMercer Island$400/hr

Compare all 8 planners in Mercer Island