Mine & Arao Wealth Creation and Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Mine & Arao Wealth Creation & Management provides financial planning and investment management services. They focus on clients they already serve through their CPA practice. Financial planning includes tax, retirement, and estate planning. Investment management considers age, risk tolerance, and financial goals, allocating assets to fixed income and equity positions using mutual funds, stocks, bonds, CDs, and exchange-traded funds.
Assets Under Management$290M
Clients205
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable on a client-by-client basis. Discounts are offered to friends and family members of associated persons of Mine & Arao.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...