Assets Under Management
$14.4B
Number of Clients
908
Number of Advisors
27
Average Client AUM
$15.9M
AUM per Advisor
$533.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
myCIO Wealth Partners, LLC offers investment advisory services, including discretionary and non-discretionary management, and financial planning and consulting services. They may recommend investments in affiliated and unaffiliated private funds. The firm also provides retirement plan consulting and tax preparation services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.25% |
Fees negotiable for additional assets.
2929 Walnut Street, Suite 1200, Philadelphia, PA, 19104-5172