Meta Investment Management Company (MIMCO) provides investment advice and manages client portfolios through an interactive website. Clients complete an investor profile online, and MIMCO's website recommends an investment portfolio based on their individual needs and risk tolerance. MIMCO manages these portfolios by investing in stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
Assets Under Management$3.8M
Clients6
AdvisorsN/A
Avg. per Client$630K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.88% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.50% |
MIMCO may negotiate a lower fee in its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.