MB Advisors offers investment management services to individuals and high-net-worth individuals. MB Advisors acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. They create customized investment strategies based on client goals, risk tolerance, and financial situations. MB Advisors manages two distinct investment strategies: Opportunistic Strategy and Intrinsic Value Strategy.
Assets Under Management$47M
Clients10
Advisors2
Avg. per Client$4.7M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.58% |
| $20M+ | 0.55% |
Fees may be negotiable at the sole discretion of the Advisor. Intrinsic Value Strategy is offered at a flat rate of 1.00% of the Client’s assets under management. Client accounts may be charged a performance-based fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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