Mkt Advisors LLC
Assets Under Management
$422.6M
Number of Clients
386
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$140.9M
Compensation
Fee-Only (AUM)
About This Firm
MKT Advisors offers investment management and financial consulting/planning services. They work with clients to identify investment goals, risk tolerance, and financial situations to create a tailored portfolio strategy. The firm primarily employs long-term investment strategies, but may make short-term adjustments based on market conditions or client needs. They may also recommend independent managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
MKT Advisors charges an annual fee based on the market value of your assets under management. For example, the first $1,000,000 is charged at 1.00%. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees are paid quarterly, in advance. Fees may be negotiable at the sole discretion of the Advisor. The Advisor may implement all or a portion of a Client’s investment portfolio utilizing one or more Independent Managers. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee paid by a Client, will typically not exceed 2.00% annually. MKT Advisors generally welcomes new clients with portfolios in excess of $100,000.
Areas of Practice
Location
900 Canterbury Place, Suite 340, Escondido, CA, 92025