The Mentzer Group provides investment management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your situation. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. The Mentzer Group may recommend other advisors and has a sub-advisory relationship with AE Wealth Management.
Assets Under Management$23M
Clients246
Advisors1
Avg. per Client$95K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.30% |
| $300K - $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable. The Mentzer Group also uses AE Wealth Management as a sub-advisor, which has its own fee structure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...