Mendel Money Management offers comprehensive investment counseling and financial planning services tailored to individual and corporate clients. Founded in 1989 and based in Northbrook, Illinois, Mendel Money Management builds customized portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds, operating on either a discretionary or non-discretionary basis. The firm takes a holistic approach, considering each client's tax situation, income needs, time horizon, and risk tolerance. In addition to managing investments, Mendel Money Management provides extensive financial planning covering retirement, estate planning, tax strategies, education funding, insurance evaluation, and real estate analysis. Clients can choose between traditional percentage-of-portfolio fees or alternative arrangements such as hourly consulting, fixed fees, or a monthly subscription model for planning. Mendel Money Management emphasizes close, ongoing communication and regular portfolio supervision to help clients achieve their financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are subject to negotiation and may vary based on unique client circumstances. The firm may apply a minimum annual fee of $7,500.