Mori Huston Partners Fees & Minimum

Overview

Headquarters: Miami, FL
Total Firm Assets: $242 million
Average High-Net-Worth Client Portfolio Size: $3.1 million

Fee Disclosure

Source: MORI HUSTON PARTNERS 2026 AMENDED PART 2A FORM ADV (2026-08-10) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.40%
$1,000,001	$2,000,000	1.30%
$2,000,001	$5,000,000	1.20%
$5,000,001	$10,000,000	1.10%
$10,000,001	$25,000,000	0.95%
$25,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$14,000	1.40%
$5 million	$63,000	1.26%
$10 million	$118,000	1.18%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

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

Clients

High-Net-Worth Share of Firm Assets: 87.03%
Number of High-Net-Worth Clients: 68
Total Client Accounts: 72
Discretionary Accounts: 60
Non-Discretionary Accounts: 12

Services Offered

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

Regulatory Filings

SEC CRD Number: 151260

MORI HUSTON PARTNERS 2026 AMENDED PART 2A FORM ADV (2026-08-10) (fee schedule source) · View brochure text

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

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Mori Huston Partners