Mavros Capital Management offers portfolio management services to individuals, high-net-worth individuals, families, trusts, foundations, endowments, non-profit organizations, retirement plans, and other business entities. Mavros works with clients to develop an Investment Policy Statement that reflects their investment objectives, financial circumstances, time horizons, liquidity requirements, and risk tolerances. Mavros may engage sub-advisers or recommend independent managers. Mavros also offers consolidated reporting on client non-advisory assets.
Assets Under Management$32M
Clients10
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $30.0M | 0.80% |
| $30M+ | 0.70% |
Fees may be negotiable based on assets under management and financial complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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