Advisor at Custos Family Office LLC
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Firm
Custos Family Office LLC
Location
Austin, TX
Credentials
Series 63, Series 65
Industry experience
17 years
Mitchell Herr is a financial advisor at Custos Family Office LLC in Austin, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank before joining Custos Family Office in 2018. Outside of his advisory role, he serves on the advisory board of Fisher59, a beer distribution company, where he reviews logistics and corporate financials. Custos Family Office provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $730 million across a team of six advisors and employs a risk-focused investment approach that includes diversified strategies and the use of derivatives for risk management.
Based on Custos Family Office LLC
Based on Custos Family Office LLC
Fixed fees for financial plans range from $1,000 to $100,000
Financial planning hourly rates up to $500 per hour depending on complexity
Maximum 20% of net of fee portfolio performance relative to agreed benchmark, capped at 0.20% quarterly, no high watermark
Account minimum: $1,000,000 Minimum fee: Annual fixed fees range from $1,000 to $500,000 depending on the level of engagement
Austin, TX
Texas
Custos Family Office
2018 - Present (8 years)
J.P. Morgan Chase Bank, Na
2016 - 2018 (2 years)
J.P. Morgan Securities Inc
2010 - 2018 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFP®, Series 63
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Mullett Financial LLC
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