J. Mandwelle Capital Strategies offers ongoing investment management and personalized financial planning services to individuals, high-net-worth individuals, and retirement accounts. J. Mandwelle Capital Strategies builds customized portfolios based on each client's specific goals, risk tolerance, and time horizon, utilizing a range of investments such as mutual funds, equities, bonds, and exchange-traded funds. In addition to portfolio management, J. Mandwelle Capital Strategies provides hourly financial planning services covering areas like retirement, taxes, insurance, and debt management. The firm operates as an independent advisory practice based in Queensbury, New York.
Assets Under Management$61M
Clients143
Advisors1
Avg. per Client$430K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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 for accounts of $300,000 and above are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...