Mueller Asset Management (MAM) Fee Schedule

Now you can manage your own investment account and save the high commissions and fees charged by retail investment advisors. The following options allow clients to choose the service that best suits their needs:

MAM portfolio selection and set-up with quarterly review: $99 plus $24/quarter

Service includes:

Portfolio selection based on client's risk tolerance and time horizon
Investment detail by asset class for initial share purchase
Unlimited access to all five MAM portfolios
Quarterly portfolio review
Quarterly asset allocation recommendations
Online investment advice
Quarterly newsletter

MAM portfolio selection and set-up: $99

Service Includes:

Portfolio selection based on client's risk tolerance and time horizon

Investment detail by asset class for initial share purchase

Unlimited access to all five MAM portfolios

Pricing Options

MAM portfolio annual review: $50

Service includes:

Portfolio review
Asset allocation recommendations

Investment Advisory Service: $125/hour

Please e-mail us with inquires for the following services:

Custom portfolio development
Portfolio review and investment recommendations
Retirement planning
Investment advice not covered through online services

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Mueller Asset Management (MAM) Fee Schedule

MAM portfolio selection and set-up with quarterly review: $99 plus $24/quarter

MAM portfolio selection and set-up: $99 Service Includes: Portfolio selection based on client's risk tolerance and time horizon Investment detail by asset class for initial share purchase Unlimited access to all five MAM portfolios

MAM portfolio selection and set-up: $99

MAM portfolio annual review: $50

MAM portfolio selection and set-up: $99

Service Includes:

Portfolio selection based on client's risk tolerance and time horizon

Investment detail by asset class for initial share purchase

Unlimited access to all five MAM portfolios