Mundell Asset Management offers personalized financial planning and refers clients to third-party money managers for investment management. Financial planning services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Mundell Asset Management receives referral fees from the third-party money managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered based on an hourly fee of $200 per hour.
- Financial planning services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.
One-Time Plan:Up to $2,500
Hourly Rate:$200/hr
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