Sm Investors

Fee-Only (% of Portfolio)

S. Muoio & Co. LLC offers investment management on a discretionary basis to pooled investment vehicles, institutional investors, and institutions and individuals with separately managed accounts. The firm also prepares customized research reports with statistical analysis and investment opinions. Under certain circumstances, in a separate account, S. Muoio & Co. LLC may customize services to the individual needs of the client.

Assets Under Management$83M
Clients6
AdvisorsN/A
Avg. per Client$14M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

S. Muoio & Co. LLC charges an investment management fee based on the value of your portfolio. The fee currently ranges from 1.0% to 1.5% per year, charged quarterly. The firm may also receive performance-based compensation between 15%-20% of net profits, computed and charged annually.

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0 Advisors at this firm

No advisors found for this firm.