Mazzella Estate & Asset Management (MEAM) offers investment advice and financial planning to individuals, trusts, estates, and businesses. MEAM provides portfolio management on a discretionary or non-discretionary basis, tailoring investment advice to meet client needs. They also offer financial planning services covering areas like retirement, tax, and estate planning. MEAM may recommend third-party investment advisors to clients.
Assets Under Management$100M
Clients251
Advisors1
Avg. per Client$410K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.90% |
| $250K - $500K | 1.80% |
| $500K - $750K | 1.70% |
| $750K - $1000K | 1.60% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.40% |
Fees are negotiable but will never exceed the maximum amounts listed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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