Munro Asset Management offers investment advisory services through financial professionals. Services include portfolio management (discretionary and non-discretionary), retirement plan services, investor education, and consulting. Munro works with individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, and others to develop investment programs tailored to their goals and risk tolerance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable and may be modified based on individual circumstances, complexity of services, pre-existing relationships, or at Munro's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...