Attila Mendli is a registered investment advisor at Mendlstein Capital Holdings LLC, based in Sunnyside, NY. Attila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Foundation tier charges $99/month plus a one-time $249 strategy fee, subject to a 2% annual fee cap. Signature, Private Wealth, and Legacy tiers charge annual percentage fees billed quarterly in advance plus one-time strategy fees ranging from $999 to $5,000.
Fee Estimator
Location
Sunnyside, NY
Get directionsHistory
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
Mendlstein Capital Holdings LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Vincent Renda, CFPEdward Jones