Assets Under Management
$4.1B
Number of Clients
148
Number of Advisors
6
Average Client AUM
$27.8M
AUM per Advisor
$686.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Moreton Asset Management, LLC (MAM) offers discretionary investment advice and management services tailored to individual client needs. They specialize in fixed income asset management for corporate, municipal, and governmental institutions. MAM also has referral agreements with other firms for services they don't offer. The minimum opening account size is $3 million, but this is subject to management discretion.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $40.0M | 0.17% |
| $40.0M - $100.0M | 0.15% |
| $100M+ | 0.15% |
Fees are negotiable for amounts over $100 million.
40 N 100 E, Farmington, UT, 84025