Patrick Mauro Investment Advisor (PMIA) offers investment management services tailored to each client's financial situation, goals, and risk tolerance. PMIA analyzes client investments and objectives to implement a suitable portfolio. PMIA may use third-party services for tax and estate planning assistance and software to analyze security holdings. Clients must inform PMIA of any changes to their financial situation or investment restrictions.
Assets Under Management$200M
Clients141
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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