The Mentzer Group provides ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. The Mentzer Group creates an Investment Policy Statement for every client to guide asset allocation, security selection, and regular portfolio monitoring. The firm can also connect clients with third-party money managers through sub-advisory programs. In addition to investment management, The Mentzer Group offers standalone financial planning covering retirement, taxes, insurance, and estate planning. The firm works with individuals, high-net-worth clients, corporations, and charitable organizations.
Assets Under Management$24M
Clients252
Advisors1
Avg. per Client$93K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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. Paid quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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