Mittelman Wealth Management offers customized investment management based on your needs and goals. They also provide wealth planning services, including financial planning, tax strategy, retirement planning, trust and estate advisory, nonprofit advisory, and philanthropic advisory. These wealth planning services are offered at no additional cost.
Assets Under Management$240M
Clients31
Advisors1
Avg. per Client$7.9M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 1.00% |
Fees negotiable for accounts greater than $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...