Mi4 Capital offers comprehensive wealth management services, bundling investment management and financial planning. They aim to understand clients' financial situations, timeframes, and goals, incorporating estate, tax, and insurance considerations. Mi4 also offers to coordinate advice from other professional advisors at no extra charge. Occasionally, Mi4 provides financial consulting based on an hourly rate.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 0.99% |
| $1.0M - $2.5M | 0.85% |
| $2.5M+ | 0.74% |
Qualified clients may also be charged a performance-based fee of up to 10% of profits generated, billed monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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