Matune Basile Advisors offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. MBA creates customized investment strategies based on your goals, risk tolerance, and financial situation, investing in mutual funds, exchange-traded funds (ETFs), stocks, and bonds. MBA also provides financial planning services, typically included with investment management, covering areas like retirement, education savings, and insurance needs. MBA may refer clients to other specialists like accountants or attorneys.
Assets Under Management$340M
Clients264
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$86M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fees are negotiable. The minimum annual fee will be $2,500. Legacy clients and family & friends of MBA associates may pay lower fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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