Mellon Investments Corporation Fees & Minimum

Overview

Headquarters: Pittsburgh, PA
Total Firm Assets: $873.9 billion
Average High-Net-Worth Client Portfolio Size: $5.6 million

Fee Disclosure

Source: MIC FORM ADV PART 2A (2026-09-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	0.01% – 0.10%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$1,000	0.10%
$5 million	$5,000	0.10%
$10 million	$10,000	0.10%
$50 million	$50,000	0.10%
$100 million	$100,000	0.10%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 2.25%
Number of High-Net-Worth Clients: 3,492
Total Client Accounts: 3,942
Discretionary Accounts: 3,942

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 105764

MIC FORM ADV PART 2A (2026-09-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Mellon Investments Corporation