Mundoval Capital Management provides investment advice on a discretionary basis to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and investment companies. Mundoval Capital aims to understand each client’s investment objectives to develop and maintain an appropriate long-term investment plan. Arthur Q. Johnson and Natalie G. McIntosh are Co-Owners.
Assets Under Management$92M
Clients67
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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