Mulberry Investors LLC offers discretionary investment management of U.S. and Greater China equities for individual and high net worth clients. The firm invests in 5-10 publicly traded companies as core positions, using value investing principles. The firm does not tailor its investment strategy to individual client needs but evaluates whether its strategy suits a client's objectives and risk tolerance.
Fee Structure
Mulberry Investors LLC charges a flat annual fee of $1,000 per client, regardless of the number of accounts or the amount invested. The minimum amount to be managed is $100,000 per client when the relationship begins. The fee is billed annually at the end of the year and is prorated if the client relationship exists for only part of the year.