Mutual Advisors provides investment management and financial consulting services. They work with individuals, high-net-worth individuals, trusts, estates, and retirement plans. Services include investment management, financial planning, and ERISA plan consulting. Mutual Advisors also helps clients select third-party money managers. Investment advice is tailored to each client's situation.
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.