Assets Under Management
$422.6M
Number of Clients
386
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$140.9M
Compensation
Fee-Only (AUM)
MKT Advisors offers investment management and financial consulting/planning services. They work with clients to identify their goals, risk tolerance, and financial situation to create a tailored portfolio strategy. They may recommend independent managers and perform ongoing oversight. They primarily employ long-term investment strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees may be negotiable at the sole discretion of the Advisor.
900 Canterbury Place, Suite 340, Escondido, CA, 92025