Dino Moertl is a CFA-designated registered investment advisor at Maat Investment Group GMBH, based in Munich, with 1 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.4M 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 | 0.95% |
The standard annual fee is 0.95% of assets under management, but may be 1.5% subject to specific client circumstances. Qualified clients with a minimum investment of $1,000,000 may also be charged a performance fee.
Fee Estimator
Location
Paul-Heyse-Str. 29, Munich, 80336
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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 →Other Business Activities
Dino is the Managing Director and sole shareholder of Franklin Capital GmbH, a private holding company in Munich, Germany, since December 2023. The company manages Dino's personal assets.
Employment History
Current Registrations
Maat Investment Group GMBH
State Registrations1 state
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