Mandala Financial Advisors (MFA) offers financial planning and investment management services. Financial planning covers areas like goal setting, cash flow, investments, business planning, college savings, employee benefits, retirement, estate planning, insurance, risk management, and tax strategies. MFA manages investment portfolios based on clients' individual needs and goals. MFA also provides educational seminars on investments and personal finance.
Assets Under Management$25M
Clients21
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$25M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
The annual fee is prorated, paid quarterly in arrears, and may be negotiable. The minimum annual fee for the Full Service Model is $10,000 and may be satisfied through a combination of AUM-based and AUA-based fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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