Morter Investment Management (MIM) offers investment management services, including fundamental investment analysis and cash management. MIM focuses on individual stocks, bonds, mutual funds, and ETFs. Client accounts are managed individually, tailored to meet specific needs and risk tolerance. Clients can impose restrictions on their accounts for risk or ethical reasons.
Assets Under Management$7.5M
Clients45
Advisors1
Avg. per Client$170K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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