Marat Mor is a registered investment advisor at Asymmetric Advantage Capital Management, LLC, based in Bellevue, WA, with 14 years of industry experience. Marat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 49 clients with $51M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
49 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$51.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees are negotiable. Qualified clients may be charged a combination of AUM based (1%) and performance based fees (20% of gains above high-water mark).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

40 Lake Bellevue, Suite 100, Bellevue, WA, 98005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Marat is an affiliate associate professor at the University of Washington's Department of Aeronautics and Astronautics since 2013, teaching and conducting research. This part-time role takes about a quarter of his time, with no hours devoted during security trading hours.

Employment History
Current Registrations
State Registrations2 states
TXWA
Advisor

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Exams
No exam information available for this advisor.