Mindful Wealth LLC offers investment advice, consulting, and personalized financial services like retirement planning, charitable giving, insurance analysis, and estate planning. These services are tailored for high-net-worth individuals, families, business owners, certain ERISA plans, and private foundations. Mindful Wealth manages investments through Charles Schwab on a discretionary basis. Financial planning is offered to all investment advisory clients.
Assets Under Management$190M
Clients44
Advisors1
Avg. per Client$4.3M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.65% |
Fees negotiable above $50 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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