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 $1.0M | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Fees are generally not negotiable, however, MIAS may negotiate certain fixed rates with Clients that can apply to all asset levels.
Fee Estimator
Financial planning fees range from $5,000 to $15,000 based on complexity. Investment management fees (MIMS) are based on a tiered percentage of assets under management. OCIO fees (discretionary and non-discretionary) are also tiered based on assets. Short Term Reserves Services fee is 0.10%. Aggregate Data Reporting fees are tiered based on assets. Fees may be negotiable in certain situations. Clients also pay custodian fees, fund expenses, and brokerage fees.
Areas of Practice
Advisor Information
Office location
11921 Freedom Drive, Suite 1000, Reston, VA, 20190
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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