Mediate Financial Investment Advisory Services, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Mediate Financial Investment Advisory Services offers financial planning and portfolio management. Financial planning covers areas like cash management, retirement, education funding, and estate planning. Portfolio management creates customized portfolios based on client goals and risk tolerance, using model portfolios. Mediate Financial requests authority to make trades without asking you first.
Assets Under Management$67M
Clients355
Advisors3
Avg. per Client$190K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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