Mycroft Research, operating as Conservative Equity Investment Advisors, offers ongoing portfolio management services tailored to clients' goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to outline their financial situation and investment strategy. Mycroft Research has the authority to make investment decisions without prior client approval. Mycroft Research limits its investment advice to equity securities.
Assets Under Management$5.6M
Clients8
Advisors1
Avg. per Client$700K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. A select few clients are charged a fixed fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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