Mori Huston Partners
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Overview
Mori Huston Partners is an advisory company that has its headquarters in Miami, Florida. The company handles $156.9 million in total assets over 64 customer accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). Mori Huston Partners has a small team, including 3 financial advisors. Mori Huston Partners is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments like options, stocks and bonds.
Mori Huston Partners administers most of its accounts on a discretionary basis. Discretionary management signifies that transaction decisions are made by a portfolio manager without requiring the client's authorization. It also has 14 non-discretionary accounts totaling $81.6 million in assets. The company's average account size is $2.5 million. The typical financial advisor at Mori Huston Partners manages about 21 client accounts, making it one of the more personalized firms in the country.
Mori Huston Partners's central office is at 1450 Brickell Avenue, Miami, Florida 33131. Mori Huston Partners is registered to provide services to clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mori Huston Partners by the Numbers
$156.9 million
3
64
$2.5 million
Fee Structure
Financial management fees typically depend on the financial services offered. Fee types charged by the company likely include the following fee structures: asset-based, hourly, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Mori Huston Partners.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
It works with retail investors, high net worth investors and pooled investment vehicles. Out of its 64 clients, Mori Huston Partners's biggest client group by number of accounts is high net worth investors, though it also manages money for 23 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). About 91% of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 88.46%
- Other Individuals - 3.85%
- Corporations - 7.69%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mori Huston Partners does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mori Huston Partners
Miami, FL
Miami, FL
Miami, FL
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