Munakata Associates offers general investment advisory services, managing individual accounts directly. They tailor investment strategies to each client's needs through ongoing discussions about risk tolerance, investment goals, and personal preferences. Clients can also restrict investments in certain securities. Munakata Associates does not offer bundled fees.
Assets Under Management$59M
Clients6
Advisors1
Avg. per Client$9.9M
Avg. per Advisor$59M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.13% |
All fees are negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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