MHL TAMP provides investment management services, focusing on alternative investments like private equity, credit, and real estate. MHL works with other registered investment advisors (Referring RIAs) who advise clients directly. MHL constructs and manages investment portfolios within the guidelines of the selected strategy/model. MHL does not provide tax or legal advice.
Assets Under ManagementN/A
ClientsN/A
Advisors14
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
MHL TAMP charges a percentage of the assets it manages for you, called a "strategy fee." This fee covers designing investment models, due diligence, trading, and reporting. The amount you pay depends on the investment strategy you choose and the amount you invest. There is also a $15/month administrative fee.
Here are some examples of the annual strategy fees:
- ACCESS and Custom Investments: 0.68% (minimum $25,000)
- Fundamental (Diversified Alternative Investment Portfolios): 0.58% (minimum $50,000)
- Nexus (Diversified Alternative Investment Portfolios): 0.48% (minimum $100,000)
- Asymmetric (Diversified Alternative Investment Portfolios): 0.38% (minimum $250,000)
- Legacy (Diversified Alternative Investment Portfolios): 0.28% (minimum $1,000,000)
- Endowment (Diversified Alternative Investment Portfolios): 0.18% (minimum $5,000,000)
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