Municipal Asset Management manages investment portfolios primarily composed of fixed income securities for high net worth individuals and institutions. The firm works closely with clients to understand their risk profile, investment mandates, and investment objectives. Municipal Asset Management aims to achieve superior performance by actively managing assets within client guidelines and risk parameters.
Assets Under Management$110M
Clients21
Advisors3
Avg. per Client$5.2M
Avg. per Advisor$36M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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