Mabery Consulting manages investment portfolios based on clients' individual needs and goals. They also offer ongoing and one-time financial planning services covering areas like retirement, college savings, and estate planning. Mabery Consulting is a virtual firm, communicating with clients electronically.
Assets Under Management$1.1M
Clients18
Advisors1
Avg. per Client$63K
Avg. per Advisor$1.1M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 1.00% |
For accounts below $100,000, the annual fee is a flat $1,000. Comprehensive financial planning services are included when at least $800,000 of assets are managed by Mabery Consulting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
