Mitchell Herr is a registered investment advisor at Custos Family Office LLC, based in Austin, TX, with 17 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 119 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Custos Family Office charges a fee for investment management services, including advisory services, trade execution, and account maintenance. The fee is calculated monthly based on the average daily value of your portfolio. The maximum investment management fee is 1.50% annually. Fees may be negotiable based on account size, portfolio complexity, or other factors. Certain high net worth clients may be billed one flat fee in the event that the client would engage in multiple advisory services offered by Custos. Custos also offers a performance-based fee structure for qualified clients.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell is a member and partial direct owner of Custos Texas, LLC, a pass-through entity for tax purposes, requiring minimal time. He also serves on the advisory board for Fisher59, a beer distribution company, dedicating minimal time to analyzing logistics, equipment, facilities, and financials.
Employment History
Current Registrations
Custos Family Office LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Waterstreet Investment Consultants, LLC
State Registrations1 state
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