Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $40.0M | 0.17% |
| $40.0M - $100.0M | 0.15% |
| $100M+ | 0.15% |
Fees over $100 million are negotiated.
Fee Estimator
MAM charges an annual fee based on assets under management, as detailed in the fee table. Fees are calculated and charged monthly, in arrears, based on the average daily balance. The minimum opening account size is $3 million, but this is subject to management discretion. MAM may also bill clients directly for advice rendered on an hourly basis, as detailed in each individual advisory agreement. Clients may also pay custodial fees, brokerage fees, and investment management fees of underlying funds.
Areas of Practice
Advisor Information
Office location
40 N 100 E, Farmington, UT, 84025
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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