Mbia Capital Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

M & B Investment Advisors (MBIA) offers investment advice and financial planning services. MBIA invests client money in asset classes like fixed income and common stocks, using fundamental analysis. The firm may recommend third-party managers. MBIA offers services as a wrap fee and a non-wrap fee. Wrap fee arrangements are generally executed with clients for that portion of their assets under management with an independent/third party manager. All other client assets under management are generally covered under a non-wrap fee arrangement.

Assets Under Management$230M
Clients188
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$46M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.75%

Fees are negotiable for amounts over $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5 Advisors at this firm

Mbia Capital Advisors | TrueAdvisor