Mandarin Advisers offers financial planning and investment management services. They work with clients to understand their financial situation, goals, and risk tolerance, then propose an investment approach. They manage portfolios of exchange-traded funds, individual stocks, and bonds. Mandarin Advisers also offers financial planning on a fee-for-service basis. Clients are responsible for notifying Mandarin Advisers of any changes to their financial situation or investment objectives.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Mandarin Advisers' fee for managing your investments is based on the amount in your account. The fee is calculated as follows:
- Up to $250,000: A base fee of $2,725.00
- $250,001 - $500,000: $2,725.00 plus 0.83% of the amount over $250,000
- $500,001 - $750,000: $4,800.00 plus 0.66% of the amount over $500,000
- $750,001 - $1,000,000: $6,450.00 plus 0.49% of the amount over $750,000
- $1,000,001 - $1,500,000: $7,675.00 plus 0.33% of the amount over $1,000,000
- $1,500,001 - $2,000,000: $9,325.00 plus 0.22% of the amount over $1,500,000
- Over $2,000,000: $10,425.00 plus 0.11% of the amount over $2,000,000
The fees are charged quarterly in advance. If you end the relationship, you'll receive a refund of any unearned fees.
Loading...