Mendoza Wealth Management provides investment strategy, personal investment policy, asset allocation, security selection, risk analysis, and regular portfolio monitoring to individuals. Mendoza Wealth Management generally invests client assets in equity and fixed income securities, mutual funds, exchange-traded funds, and occasionally, options.
Assets Under Management$27M
Clients5
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiated/reduced/waived at Mendoza Wealth's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...