Mitchell, Vaught and Taylor (MVT) offers investment management, research, and consulting services. MVT tailors its services to individual client needs and investment goals. They provide investment supervisory services, investment advice, and consulting on municipal management, accounting, and budgeting.
Assets Under Management$42M
Clients87
AdvisorsN/A
Avg. per Client$490K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
These fees are negotiable dependent upon special circumstances. For actively managed Individual Client Accounts opened before January 1, 2018, the fee schedule is 1.0% on the first $250,000 and 0.5% thereafter. Robo accounts opened before April 1, 2020 are charged a fee of 1% for all assets in the Robo account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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