Mindful Wealth Planning provides customized investment management and comprehensive financial planning services for individuals, families, and high-net-worth clients. Mindful Wealth focuses on passive investment management using index mutual funds and exchange-traded funds to build diversified portfolios tailored to each client's goals, time horizon, and risk tolerance. In addition to managing investments, Mindful Wealth offers extensive financial planning covering retirement projections, tax strategies, estate planning reviews, employee benefits optimization, college savings, cash flow and debt management, risk management, and international cross-border planning. The firm operates as a registered investment advisor with a legal obligation to act in the best interest of its clients when providing advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are negotiable. Clients also pay an additional annual financial planning fee ranging from $5,000 to $50,000 and an initial onboarding fee.
