Mulberry Capital Management provides investment management services to individuals, high net worth individuals, and other investment advisory firms. Mulberry determines investment strategies based on individual client goals, time horizons, and risk tolerance. Clients can place restrictions on investments. Mulberry may also act as a sub-advisor to other investment advisors.
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 various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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