Mutual Advisors, LLC
Assets Under Management
$6.8B
Number of Clients
8,463
Number of Advisors
152
Average Client AUM
$798K
AUM per Advisor
$44.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mutual Advisors, LLC offers a wrap fee program with individualized discretionary or non-discretionary management. IARs select investments based on client objectives, utilizing various securities. They also offer third-party money manager options. Fees are negotiable and vary based on financial situation, services, and asset value.
Fee Structure
The annual management fee for the wrap fee program is negotiable and varies based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your IAR, and the nature and total dollar asset value of the assets maintained in your account. The annual fee ranges up to 2.25% annually. Fees can be structured as a fixed flat percentage, a tiered fee schedule, a linear fee, or a flat annual dollar amount. There may be a minimum quarterly or monthly fee.
Areas of Practice
Location
9140 W Dodge Road, Suite 230, Omaha, NE, 68114