Majority Asset Management provides investment advice to individuals, trusts, estates, and charitable organizations. The firm creates investment policies and manages portfolios based on clients' individual needs and goals. Majority Asset Management manages accounts on a discretionary basis, investing in equities, bonds, mutual funds, and ETFs.
Assets Under Management$35M
Clients15
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$3,750
Majority Asset Management's investment management fees are based on a percentage of the assets they manage. The fees are negotiated and depend on the client's circumstances, but are generally as follows:
- Equity Only Accounts:
- $1,000,000+: 1.00%
- $10,000,000+: 0.80%
- Balanced Accounts:
- $1,000,000+: 0.80%
- $10,000,000+: 0.60%
The fees are billed quarterly, in advance, based on the market value of the assets on the last day of the previous quarter. The minimum annual fee for investment management services is $3,750.
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