Mutual of America provides investment allocation services to large clients with group variable annuity contracts or pension investment contracts used to fund their defined benefit pension plans. They allocate pension assets among various investment funds available under the contract, based on the client's written authorization and investment guidelines. There is no additional charge for these services.
Assets Under Management$340M
Clients22
AdvisorsN/A
Avg. per Client$15M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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