MKT Advisors offers customized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, and businesses. MKT Advisors creates personalized portfolio strategies using individual stocks, individual bonds, exchange-traded funds, mutual funds, and options, while acting as a legally required fiduciary. In addition to managing investments, MKT Advisors provides financial consulting covering retirement planning, estate planning, charitable giving, education funding, insurance analysis, and business or personal financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities may be charged a higher fee, ranging up to 1.50%. Fees are negotiable at the sole discretion of MKT Advisors.