Momentum Investment Research and Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Momentum Investment Research and Management (MIRAML) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Financial planning services are included with portfolio management at no additional cost. MIRAML also acts as a subadvisor to other advisors. MIRAML primarily recommends equities, but may use other securities to diversify portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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