Mohawk Capital Advisors is an investment management firm that manages securities portfolios for individuals. They offer personalized investment advice based on each client's needs and goals. Mohawk Capital Advisors requires clients to sign an agreement and open a managed account with a broker. They have the authority to make investment decisions without consulting the client, but clients can impose restrictions. The firm also provides continuous supervision and rebalancing of portfolios.
Assets Under Management$36M
Clients36
Advisors1
Avg. per Client$990K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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