The Mandell Group offers financial planning and consulting services for an hourly fee. They also provide investment management services, including asset allocation recommendations and quarterly reviews. Clients are not obligated to implement recommendations through The Mandell Group or any specific brokerage firm. Gary Lee Mandell, the sole owner, is also a licensed insurance agent and may earn commissions from selling insurance products.
Assets Under Management$17M
Clients1
Advisors1
Avg. per Client$17M
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiated, not to exceed 1.50% per annum.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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