Mendota Financial Group (MFG) offers financial consulting and investment management services. Financial consulting provides a one-time analysis of your financial situation. Investment management includes ongoing portfolio management, quarterly statements, and account monitoring. MFG uses stocks, bonds, mutual funds, and other securities. MFG does not hold investments; they are held by a third-party custodian.
Assets Under Management$250M
Clients166
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Quarterly minimum fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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