Mitco Asset Management (MAM) offers investment supervisory services, including financial planning, tailored to individual client needs. MAM manages portfolios on a non-discretionary basis, focusing on equities, corporate bonds, and mutual funds. MAM also offers access to private investment funds and direct investments in privately held companies for qualified clients. MAM does not sponsor, manage or advise the Private Investment Vehicles that it recommends to clients.
Assets Under Management$88M
Clients70
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$88M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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