Mesa Wealth Management offers financial planning services covering cash flow, debt management, risk management, retirement planning, education funding, and estate planning. They also provide investment consultation and can recommend third-party investment managers to implement investment strategies. Mesa Wealth Management also offers business consultation services to small businesses. Educational workshops are provided on various financial topics.
Assets Under Management$17M
Clients79
Advisors1
Avg. per Client$210K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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