Mas Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

MAS Advisors LLC provides discretionary investment management and consulting services to individuals, businesses, trusts, estates, corporations, and insurance companies. MAS Advisors focuses on market-neutral investment strategies, alternative investments such as hedge funds and private equity, tax-efficient strategies, and separately managed accounts. MAS Advisors also offers model portfolios and retirement plan services. The firm operates with a minimum investment requirement that varies by client type, typically starting at $1,000,000 for individual clients.

Assets Under Management$2.6B
Clients21
Advisors4
Avg. per Client$120M
Avg. per Advisor$640M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard investment management fees range from 0.25% to 2.00% per year. Model portfolios and subadvisory services range from 0.15% to 0.50% per year. Fees are negotiable.

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

4 Advisors at this firm