Assets Under Management

$1.5B

Number of Clients

24

Number of Advisors

3

Average Client AUM

$62.4M

AUM per Advisor

$499.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

MAS Advisors LLC offers investment management services through discretionary agreements or consulting services. They advise on portfolio construction, management, and discrete asset management. They also offer retirement plan services and consulting on an hourly or flat fee basis. The firm invests in various asset classes, including alternative investments.

Fee Structure

Minimum Investment:$250K

The firm charges asset-based fees ranging from 0.25% to 2.00% per year, depending on the assets being managed. For model portfolios, the fee typically ranges from 0.15% to 0.50% per year. Fixed/flat fees or hourly fees are also available. Fees are negotiable and collected monthly in arrears. The firm requires a minimum investment of $250,000 for individual clients and closely held businesses, $5,000,000 for businesses and trusts, and $10,000,000 for institutional clients, but may reduce or waive these requirements at its discretion.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
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Location

501 Brickell Key Drive, Suite 509, Miami, FL, 33131

3 Advisors at this firm