Martha's Vineyard Investment Advisors (MVIA) provides financial planning, consulting, investment management, and wealth management services. MVIA manages investment portfolios and offers wealth management services, including financial planning and consulting. MVIA allocates client assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, alternatives, and independent investment managers. MVIA tailors its advisory services to meet the needs of its individual clients.
Fee Structure
MVIA offers investment and wealth management services for an annual fee based on the value of your investments. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. The fee is calculated each quarter based on the average daily value of your account. MVIA may negotiate a different fee rate for certain client holdings, such as assets held away, accommodation accounts, or alternative investments.