Advisor at Mori Huston Partners
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Robert Mori is a CFA® charterholder with 15 years of industry experience. He has been with Mori Huston Partners since 2009. The firm is a fee-only registered investment adviser serving primarily high-net-worth individuals, including U.S. and non-resident foreign nationals, as well as select pension and profit-sharing plans. Mori Huston Partners offers discretionary and non-discretionary portfolio management along with wealth-planning services such as offshore company establishment and tax coordination. The firm emphasizes individualized investment policy statements, active asset allocation, and capital preservation, managing both separate client accounts and a British Virgin Islands pooled fixed-income fund for non-U.S. accredited investors.
Based on Mori Huston Partners
Based on Mori Huston Partners
Based on Mori Huston Partners
Specific flat fees for additional services such as $500 p.a. for Trust Protector, $300 p.a. for offshore company record keeping, $300 setup and $250 p.a. for US LLC setup and maintenance, $250 p.a. for coordinating tax filings, and $500-$2,000 to set up wealth planning structures.
$0 - $1,000,000: 1.40% $1,000,000 - $2,000,000: 1.30% $2,000,000 - $5,000,000: 1.20% $5,000,000 - $10,000,000: 1.10% $10,000,000 - $25,000,000: 0.95% $25,000,000+: At request
Hourly consulting fees vary by client and service, agreed upon prior to engagement.
Account minimum: $500,000 Fee-only: Fees are negotiable and charged quarterly in arrears based on assets under management; no commissions charged.
1450 Brickell Avenue, Suite 2160
Miami, FL 33131
Florida
Mori Huston Partners LLC
2009 - Present (17 years)
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Trust company
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