Mott Capital Management provides investment management services on a fee-only basis. Mott creates an Investment Policy Statement for each client, which outlines the client’s current situation (income and risk tolerance levels). Mott generally limits its investment advice to equities and primarily recommends U.S. stocks across all capitalizations. Mott does not provide financial planning or non-investment consulting/implementation services.
Assets Under Management$4.4M
Clients17
Advisors1
Avg. per Client$260K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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