Vivian Dean is a registered investment advisor at Municipal Asset Management INC, based in Rye Brook, NY, with 4 years of industry experience. Vivian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $110M 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 $300K | 1.00% |
| $300K - $600K | 0.88% |
| $600K - $1.0M | 0.63% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.29% |
| $100M+ | 0.28% |
Advisory fees may be negotiable in limited circumstances.
Fee Estimator
Location
3 International Drive, Suite 100, Rye Brook, NY, 10573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Municipal Asset Management INC
State Registrations1 state
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