Mori Huston Partners offers investment management services on both discretionary and non-discretionary bases. They work with individual accounts or entire families, including both U.S. citizens and foreign nationals. Mori Huston creates investment strategies based on in-depth consultations with clients to understand their financial status, goals, and risk tolerance. They also offer investment consultations on a non-discretionary basis.
Assets Under Management$240M
Clients72
Advisors3
Avg. per Client$3.4M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.95% |
| $25M+ | 0.95% |
Fees are negotiable. For assets over $25M, fees are determined at request.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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