Mentor Capital Management Inc. offers fee-only financial planning and investment advisory services. Services include ongoing research and analysis, investment plan development, quarterly reports, portfolio reviews, risk assessment, income tax planning, education planning, and estate planning review. They also offer project-based and hourly services for specific financial issues. Mentor Capital Management tailors its services to each client's needs and goals.
Assets Under Management$200M
Clients225
Advisors4
Avg. per Client$870K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are calculated quarterly. The annual fee is shown above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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