Mustang Capital Management provides investment supervisory services to individually managed accounts. This includes establishing investment objectives, buying and selling securities, and reallocating securities within client portfolios. Clients can restrict the firm from purchasing or selling particular securities. The firm seeks long-term capital appreciation by investing in underpriced securities using fundamental analysis.
Assets Under Management$59M
Clients24
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$59M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiated and not based on a specific formula.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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