Medina Financial offers investment management and financial planning services to individuals, high-net worth individuals, families, trusts, estates, and charitable organizations. Medina Financial manages accounts on a discretionary basis, primarily through individual stocks. Financial planning services include building a holistic financial plan, which is monitored and amended over time. Clients can opt-out of the financial planning service, but fees remain the same.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.30% |
| $350K - $1.0M | 1.00% |
| $1.0M - $3.0M | Included |
| $3.0M - $10.0M | Included |
| $10.0M - $30.0M | Included |
| $30M+ | Included |
For portfolios between $1,000,000 and $3,000,000, the fee is $9,000 per year. For portfolios between $3,000,000 and $10,000,000, the fee is $15,000 per year. For portfolios between $10,000,000 and $30,000,000, the fee is $22,500 per year. For portfolios over $30,000,000, the fee is negotiable, starting at $25,000 per year. Medina Financial may also assess performance-based fees for qualified clients. Fees are negotiable at the firm's discretion.