Robert Mori is a CFA-designated registered investment advisor at Mori Huston Partners, based in Miami, FL, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 72 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.95% |
| $25M+ | 0.95% |
All fees are negotiable. Fees for accounts over $25M are available upon request.
Fee Estimator
Location
1395 Brickell Avenue, Suite 800, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mori Huston Partners
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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