MKT and Associates offers portfolio management services based on your financial situation, goals, and risk tolerance. MKT analyzes your current investments and creates a portfolio to align with your objectives. They may recommend third-party money managers, but MKT retains the authority to hire/fire them and monitors their performance. Financial planning is included for clients receiving portfolio management services. MKT also provides investment advice to 401k plans.
Assets Under Management$380M
Clients146
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee. Portfolio management fees are negotiable depending on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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