Mystic Asset Management offers portfolio management services, both discretionary and non-discretionary. They tailor investment advice to meet individual client needs and objectives. The firm advises on various investments, including stocks, bonds, mutual funds, and ETFs. Clients can place restrictions on discretionary authority. The firm may combine account values of family members to determine advisory fees.
Assets Under Management$610M
Clients144
Advisors2
Avg. per Client$4.3M
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable and may be higher or lower than the fee schedule. The firm reserves the right to employ a minimum fee, which would be fully disclosed and discussed with the client and in writing.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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