Anik Mutsuddy
Anik Mutsuddy is a registered investment advisor at American Trust Investment Advisors, LLC, based in Lebanon, NH, with 2 years of industry experience. Anik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 157 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
A 10% discount on the advisory fee is offered to all non-profit organizations. Minimum account size is $500,000, but this may be waived at management's discretion.
Fee Estimator
Location
67 Etna Road, Suite 360, Lebanon, NH, 03766-1358
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
American Trust Investment Advisors, LLC
State Registrations1 state
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