MLD Investment Advisory offers investment management advice and portfolio management services. This includes reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Advice is tailored to meet client needs and investment objectives. MLD Investment Advisory also provides sub-advisory services through the Morningstar Managed Portfolios Program.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 0.94% |
| $100K - $250K | 0.63% |
| $250K+ | 0.44% |
Fee schedule is for Mutual Fund Portfolios. For Mixed Securities Portfolios (Equity & Balanced): Up To $1 Million: 1.25%, Next $3 Million: 0.9375%, Over $4 Million: 0.625%. For Mixed Securities Portfolios (Fixed Income): Up To $1 Million: 0.625%, Next $3 Million: 0.5625%, Over $4 Million: 0.46875%. For Sub-Advisory Services: First $500,000: 1.10%, Next $500,000: 1.05%, Next $1 Million: 1.00%, Over $2 Million: 0.90%.