Cindy Mikel is a registered investment advisor at Mikel Wealth Management, based in Dallas, TX, with 13 years of industry experience. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 98 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiated for amounts above $10,000,001.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cindy works as a bookkeeper for Central Presbyterian Church and owns the Law Office of Cindy Mikel, where she practices law. The bookkeeping takes about 10-20% of her time, while the law practice takes a few hours per week.
Employment History
Current Registrations
Mikel Wealth Management
Previous Registrations
Smith Wealth Advisors, LLC
Smith Wealth Advisors, LLC
Smith Wealth Advisors, LLC
Smith Wealth Advisors, LLC
Smith Wealth Advisors, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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