Anik Mutsuddy
Anik Mutsuddy is a registered investment advisor at American Trust Investment Advisors, LLC, based in Lebanon, NH, with 2 years of industry experience. Anik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 116 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Non-profit organizations receive a 10% discount, bringing their annual rate to 0.9%. Management may waive or reduce fees at its discretion.
Fee Estimator
Location
One Court Street, Suite 270, Lebanon, NH, 03766-1358
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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
American Trust Investment Advisors, LLC
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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