myCIO Wealth Partners provides investment advice and financial planning to individuals, businesses, trusts, estates, charities, and retirement plans. myCIO offers both discretionary and non-discretionary investment advisory services, basing its annual fee on a percentage of managed assets. They may recommend investments in affiliated private funds. Stand-alone financial planning and consulting services are available for a separate fee. myCIO also provides retirement plan consulting and tax preparation services.
Assets Under Management$14B
Clients908
Advisors34
Avg. per Client$16M
Avg. per Advisor$420M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable. The firm may perform investment management services on a fixed fee basis generally ranging from $10,000 to $300,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
34 Advisors at this firm
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