Mutual Advisors, LLC is a highly reputable regional investment advisory firm based in Casper, Wyoming. With 72 offices spread across the region, they have established themselves as a trusted partner for over 7,350 individual clients. Their impressive track record showcases their ability to manage a staggering $5,305,999,000 in assets, making them a major player in the investment industry.
Specializing in employer 401Ks and individual investments, Mutual Advisors, LLC brings extensive experience to the table. They have successfully guided clients through the complexities of the investment landscape, ensuring optimal returns and financial security. A noteworthy aspect of their services is the discretionary management of 90% of the assets they handle, allowing clients to entrust their investments to their capable hands.
Mutual Advisors, LLC's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This versatility ensures that clients have tailored options to suit their unique financial goals and preferences.
With a robust team of 262 employees, Mutual Advisors, LLC boasts a team of dedicated professionals. Among them, 133 advisors specialize in investment advisory services, with each advisor managing an average of approximately $39,890,000 in assets. This impressive ratio speaks volumes about their commitment to personalized attention and quality service.
Mark Nanamura, William McKinley, and Julie Cohen are among the firm's longest-tenured advisors, bringing years of expertise and a wealth of knowledge to their clients. Their presence exemplifies the firm's commitment to retaining top talent and fostering lasting client relationships.
Mutual Advisors, LLC stands as a reliable partner for individuals and organizations seeking expert investment guidance in the Casper, Wyoming area. Their comprehensive services and impressive portfolio of satisfied clients set them apart as a leader in the industry.