Mystic Asset Management provides discretionary and non-discretionary portfolio management services tailored to individual client needs and investment objectives. Mystic Asset Management advises on a wide range of investments including stocks, bonds, mutual funds, exchange-traded funds, options, private placements, and variable annuities. The firm uses various methods of analysis such as charting, technical, fundamental, and cyclical analysis to guide investment decisions. Mystic Asset Management generally requires a minimum of $500,000 in assets under management to open an account, though this minimum can be waived at the firm's discretion.
Fee Structure
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. Family member accounts living in the same household may be combined to reach breakpoints.