MKT Advisors offers customized investment solutions through personal contact and interaction. They provide both discretionary and non-discretionary investment management, constructing portfolios with stocks, bonds, ETFs, and mutual funds. MKT Advisors also offers financial consulting in areas like retirement, estate, and education planning, and may recommend independent investment managers. The firm generally requires a minimum relationship size of $500,000.
Assets Under Management$460M
Clients383
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...