Mulberry Capital Management offers discretionary investment management services to individuals and high-net-worth clients. Mulberry Capital Management builds customized portfolios based on each client's individual goals, time horizons, and risk tolerance, utilizing fundamental analysis, charting, and cyclical analysis alongside options strategies for risk management. Mulberry Capital Management charges fees based on a tiered percentage of the assets under management, with no account minimum required.
Assets Under Management$70M
Clients37
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.70% |
Fees are negotiable based on historical relationships, type of assets, anticipated future earning capacity, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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