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mount street portfolio advisers llc

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mount street portfolio advisers llcnew york, NY

Additional Information

Mount Street is a financial institution that has facilitated credit management lifecycle for different asset classes for almost two decades. They offer loan servicing and asset management services across the UK, US and EU markets, serving institutional clients such as S&P Global and the US Securities and Exchange Commission.

Regulated investment advisoryPortfolio management authorizationBrokerage and placement services authorization

Specializes in

Credit managementAsset surveillanceLifecycle monitoringUnderwriting supportRisk assessmentPortfolio reporting

Services

Surveillance and credit monitoringIndependent loan valuations and financial modellingPortfolio management and advisoryNPL workoutCMBS special servicingLoan administrationCash managementFacility agent servicesSecurity trustee servicesPrimary servicing+2 more

Established 2013 · Serving UK, US, EU, Europe

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 917-412-7824

Website: http://www.mountstreet.com

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Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

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Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.