Minas Wealth Management offers financial planning and investment management services. Financial planning includes initial and ongoing advice tailored to a client's goals and risk profile. Investment management involves designing and managing investment portfolios. The firm also offers plan implementation services, using financial products to help clients achieve their goals. Minas Wealth Management manages client assets on a non-discretionary basis.
Assets Under Management$2.9M
Clients13
Advisors1
Avg. per Client$220K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 3.00% |
| $3M+ | 1.00% |
Fees are negotiable and a fixed fee may be agreed upon.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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