AM
CFA
AM
CFA

Antony Mott

4 Years of Experience
New York, NY

Antony Mott is a CFA-designated registered investment advisor at Customers' Yachts Advisers, INC., based in New York, NY, with 4 years of industry experience. Antony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$900K average
Assets Under Management
$9.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.98%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

45 Rockefeller Plaza, 20th Floor, New York, NY, 10111

Get directions

History

Regulatory History
Clean regulatory record

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
Customers' Yachts Advisers, INC.
June 2021 - Present · 4 yrs 11 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
Antony Mott - Financial Advisor | TrueAdvisor