MYCIO WEALTH PARTNERS, LLC

Overview

Year Founded: 2005
Ownership: AMG Wealth Partners, LP owns majority interest through Union Acquisition, LLC. Partners hold remaining equity interests.
Services Offered: Investment advisory services, financial planning services, portfolio management for individuals and businesses, tax preparation services

Offices

Number of Offices: 1

Clients

Minimum Client Portfolio Size: $1,000,000

Stated Fees

Min	Max	Marginal Fee Rate
First $1,000,000	$3,000,000	1.00%
Next $2,000,000	$5,000,000	0.75%
Next $2,000,000	$7,000,000	0.50%
Next $5,000,000	$12,000,000	0.35%
Next $5,000,000	$17,000,000	0.25%
Additional Assets	and above	Negotiable

Minimum Annual Fee: Missing
Charges Fees on Cash: Missing
Charges Fees on Margin: Missing
Assets Excluded from Fees: Missing
Fixed Fee Option: Yes, ranging from $10,000 to $300,000
Fixed Fee Range: $10,000 to $300,000 annually
Receive Commissions: No
Charge Performance Fees: No
Third Party Management Fees: Yes
Additional Fees for Bill Pay Services: Missing

Client Portfolios

Model Portfolios: Missing
Investments in Third Party Managers: Yes

Investment Type	Average Allocation
Stocks & ETFs	31%
Government & Corporate Bonds	17%
Mutual Funds	17%
Private Funds	27%
Cash	7%
Other	1%

Non-Investment Services

Number of Clients Receiving Financial Planning Services: More than 500
Sells Products or Provides Services Other Than Investment Advice: Yes - tax preparation services and financial planning
Additional Fees for Bill Pay Services: Missing

Employee Statistics

Number of Employees: 63
Number of Employees Performing Investment Advisory Functions: 44
Number of Employees Registered Representatives of a Broker-Dealer: 0
Number of Employees Registered as Investment Adviser Representatives: 36

Websites

LinkedIn
Firm Website