J. Mandwelle Capital Strategies, LLC offers ongoing portfolio management services based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without client permission. The firm also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under Management$61M
Clients143
Advisors1
Avg. per Client$430K
Avg. per Advisor$61M
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 | 1.20% |
| $100K - $200K | 1.10% |
| $200K - $300K | 1.00% |
| $300K+ | 1.00% |
Fees are negotiable for clients with $300,000 or more under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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