Mussett Wealth Management offers personalized financial planning and investment management services. This includes advice on cash flow, education, retirement, tax, and estate planning. Mussett Wealth Management invests primarily in mutual funds and exchange-traded funds. The firm also provides consulting and investment advisory services to pension and profit sharing plans.
Assets Under Management$96M
Clients101
Advisors2
Avg. per Client$950K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...