The Mustico Financial Group provides investment management and financial planning services. Investment management involves continuous advice based on a client's individual needs and goals. Financial planning includes a comprehensive evaluation of a client's current and future financial state, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. The firm also publishes newsletters and offers consulting services on specific financial topics.
Fee Structure
Mustico Financial Group's fees for investment management are based on a percentage of the assets they manage for you, generally ranging from 0.65% to 1.95% per year. These fees are billed quarterly, in advance, based on the value of your account at the end of the previous year, plus any additions to the account. A minimum of $100,000 in assets is generally required for this service, but this may be negotiable. For accounts below this minimum, there may be a one-time processing fee of $45 and an annual maintenance fee of $45.