Mark Steven Rushwald is an investment advisory firm providing money management services. They tailor their services to individual needs, gathering financial information to customize an asset allocation strategy. With client approval, they manage accounts on a discretionary basis, making changes to the allocation as deemed appropriate. MSR's investment advice is generally limited to Exchange Traded Funds (ETFs).
Assets Under Management$52M
Clients60
Advisors1
Avg. per Client$870K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable under certain circumstances. Annual fee is based on an aggregate value of all managed accounts within your established household.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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