Angel Mendez is a CFP-designated registered investment advisor at Rai Wealth Management, based in Placentia, CA, with 2 years of industry experience. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 229 clients with $140M 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 $50K | 1.25% |
| $50K - $100K | 1.20% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
Fees are negotiable under certain conditions such as when total household assets exceed $1,000,000. Some accounts are under different fee schedules honoring prior agreements.
Fee Estimator
Location
151 N. Kraemer Blvd., Suite 105, Placentia, CA, 92870
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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 →Employment History
Current Registrations
Rai Wealth Management
Previous Registrations
Gregory Advisors INC.
State Registrations1 state
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