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Contracts and Fees

Patrick Mauro Investment Advisor, Inc. exercises trading discretion over client accounts. We do not have custody of client assets. Such custody is held by a registered brokerage of your choosing. Only the client can authorize the transfer of funds in and out of their brokerage account.

We operate on a fee-based system. We bill our clients on a percentage of the value of net assets under management. Each account has a negotiated rate based on the type of effort required to meet the account’s objectives. The firm never charges more than 1% of assets under management on an annual basis. Each account is billed quarterly, either directly or as an automatic debit to the account authorized in writing by the client. To view our standard investment management agreement, click the Investment Mangement Agreement link on the menu bar to your left. A second window in Adobe pdf format will appear.

Copyright © 2010, Patrick Mauro Investment Advisor, Inc., All rights reserved.