Miser Asset Management (MAM) provides investment management on a discretionary or non-discretionary basis, investment analysis, financial consulting, and educational seminars/workshops. MAM bases investment strategies on individual client goals, time horizons, objectives, and risk tolerance. Financial consulting services include preparing financial plans or consultations with recommendations for investment programs, wills or trusts, insurance coverage, retirement savings, or charitable giving programs. Educational seminars are free to current and potential clients.
Assets Under Management$31M
Clients42
Advisors2
Avg. per Client$750K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.30% |
Miser Asset Management may charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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