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Majority Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,848,444
Clients
12
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$2,654,037
About
Majority Asset Management provides discretionary investment management to individuals (primarily high‑net‑worth households), trusts, estates, and charitable organizations. Services center on portfolio construction and ongoing advice across individual equities, fixed income, mutual funds, and ETFs, with compensation based on asset‑based advisory fees rather than commissions.
The firm tailors investment policy through personal discussions and implements portfolios on a discretionary basis, employing fundamental, technical, and cyclical analysis with a predominantly long‑term orientation and occasional shorter‑term trades. Client accounts are monitored regularly (generally quarterly) and the firm discloses and manages conflicts of interest in accordance with its fiduciary obligations for retirement accounts.
Compared with many independent advisers, the firm’s client mix notably includes charitable organizations, a client type less commonly served by peers, and it offers limited trustee/executorship and custody arrangements that are subject to independent surprise examination. Leadership brings senior industry credentials (including the CFA and an MBA), the firm operates on a fee‑only basis without commission arrangements, and it leaves proxy voting to clients.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$1,000,000 - $9,999,999: 1.00% annually for Equity Only Accounts $1,000,000 - $9,999,999: 0.80% annually for Balanced Accounts $10,000,000+: 0.80% annually for Equity Only Accounts $10,000,000+: 0.60% annually for Balanced Accounts
Account minimum: $1,000,000 Fee-only: Fee-only compensation; no commissions accepted.
Main office location
Majority Asset Management, Inc.
Sag Harbor NY, United States
Number of offices
2
Most active in
Majority Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland · New Hampshire · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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