Mauro Capital Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Mauro Capital Management provides personalized investment management and financial planning services. These services include investment management, investment consultation, tax planning/tax return preparation, retirement planning, and estate planning. Mauro Capital Management acts as a legally required to act in your best interest and is paid directly by clients through fees.

Assets Under Management$16M
Clients25
Advisors1
Avg. per Client$620K
Avg. per Advisor$16M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Mauro Capital Management charges a percentage of the value of your portfolio for investment management services. The fee ranges from 0.5% to 2.5% depending on the type of account, investment strategy, and the amount invested. All fees are negotiable.

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Location

1 Advisors at this firm

Mauro Capital Management, INC. | TrueAdvisor