Our private clients benefit from reduced management fees, special terms on investment and assistance from a dedicated account manager. In order to qualify for a private client account you must invest a minimum of $200,000 with Mutual Wealth portfolios. Your net holdings with us should not fall below $100,000 at any time.
Private clients receive an 80% discount on management fees charged on income from investment portfolios. Additionally, private clients are exempt from wire transfer charges.
Private clients are also exempt from penalties that apply to early withdrawals provided their net balance stays above the minimum $100,000.
A dedicated account manager will be assigned to every new private client. The manager will be reachable via telephone, e-mail or fax. Each account manager has no more than 10 private clients assigned to him or her at any one time.
Private clients are offered access to some investment products that are not available to the general public. Please contact our private and institutional client account team for further information on these products.