Mandala Wealth Management offers investment advice and manages client portfolios. The firm works with clients to understand their financial goals, risk tolerance, and other relevant circumstances. Based on this information, Mandala constructs customized investment portfolios. The firm reviews client portfolios regularly, rebalancing and readjusting as needed.
Assets Under Management$21M
Clients13
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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