Timothy Mandel is a registered investment advisor at Mandel Financial Services, based in Cincinnati, OH, with 4 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 13 clients with $28M 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 $250K | 1.50% |
| $250K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
431 Ohio Pike, Suite 201, Cincinnati, OH, 45255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mandel Financial Services
State Registrations1 state
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