Mentor Financial Advisory Group provides financial planning and investment advisory services. Financial planning includes analyzing goals, tax planning, evaluating employee benefits, saving and investing, monitoring investments, assessing insurance needs, managing debt, and estate planning. Investment management is provided in conjunction with financial planning. Mentor Financial Advisory Group does not have discretionary authority.
Assets Under Management$78M
Clients22
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Annual minimum fee of $5,000 and maximum fee of $100,000 applies to both financial planning and investment management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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