Monterey Bay Asset Management (MBAM) offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. MBAM creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. MBAM does not limit its investment advice to specific investments or securities. Investment management is provided on a discretionary basis, but trades are discussed with clients in advance.
Assets Under Management$23M
Clients32
Advisors1
Avg. per Client$720K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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