Mint Asset Management, through its Asset Wise Analytics division, manages investment portfolios tailored to your goals, risk tolerance, and income needs. Mint uses mutual funds, exchange-traded funds (ETFs), cash, and other securities. Mint has discretionary trading authority, meaning they can execute trades without your prior consent, but you can place restrictions on this authority.
Assets Under Management$57M
Clients68
Advisors3
Avg. per Client$830K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Short Duration Income Strategy: 1.00% on any account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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