Moreton Asset Management (MAM) offers investment advice and manages client funds based on individual needs. MAM provides customized fixed income asset management services to institutions. Investments may include commercial paper, corporate debt, municipal bonds, and government securities. MAM also offers a bundled fee program. The firm manages client assets on a discretionary basis.
Assets Under Management$4.7B
Clients167
Advisors5
Avg. per Client$28M
Avg. per Advisor$940M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 accounts over $100 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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