Mitchell Sinkler & Starr (MS&S) offers investment advice to individuals, families, endowment funds, foundations, estates, and trusts. MS&S works closely with clients to establish goals and objectives, determining appropriate asset allocation, income requirements, time horizon, and liquidity needs. MS&S uses both "top-down" and "bottom-up" approaches, evaluating economic conditions and specific holdings. MS&S manages accounts on a fully discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $24.0M | 0.13% |
| $24M+ | 0.25% |
Fees may be negotiated at MS&S’s discretion. A fee reduction of 10% will be considered for accounts of non-profit organizations. In select cases, and with approval from management, portfolio managers of MS&S may choose to act as an independent trustee. In such cases, MS&S reserves the right to add a surcharge to the advisory fee, which will be fully disclosed in a new contract with the client.