Muhr Advisory Group is a fee-only firm providing financial planning and investment management. They advise on cash flow, college planning, retirement, tax, and estate planning. Clients make the final investment decisions, and Muhr Advisory Group trades under a limited power of attorney. The firm does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$52M
Clients158
Advisors1
Avg. per Client$330K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1% and is negotiable. Current client relationships may exist where the fees are lower than the maximum fee identified above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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