MIFI Wealth, LLC aims to help clients achieve their financial and life goals through sensible wealth management. MIFI Wealth offers investment management services, and may provide advice on planning-related matters as part of those services. MIFI Wealth uses an open architecture investment allocation approach, developing asset allocation models or utilizing sub-advisors. They invest in equities, bonds, mutual funds, ETFs, and other securities. MIFI Wealth may also purchase structured notes for client accounts.
Assets Under Management$46M
Clients42
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.85% |
The Fee Schedule is not scaled.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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