Mitz Wealth Management provides investment management based on your goals, risk tolerance, and time horizon. Mitz Wealth Management also offers financial planning services covering areas like retirement, insurance, college savings, and estate planning. Mitz Wealth Management generally recommends mutual funds and exchange traded funds.
Assets Under Management$8.5M
Clients20
Advisors1
Avg. per Client$430K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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