My Advisors, LLC provides investment advice tailored to your risk tolerance, focusing on portfolios of passively managed or index mutual funds and exchange-traded funds. They help determine your risk capacity and develop an asset allocation strategy. Services include quarterly portfolio reviews and rebalancing recommendations. Additional services include investment-related tax management and an optional automated risk-reducing investment strategy called Glide Path portfolio management.
Assets Under Management$130K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$130K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
The advisory fee is negotiable at the sole discretion of My Advisors, LLC. Discounts may be given for families, groups, associations, and for competitive reasons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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