Mazuelos & Company Wealth Management offers investment management services, primarily discretionary portfolio management. They use financial planning software to tailor investment advice to clients' needs and objectives. They invest in equity securities, mutual funds, and exchange-traded funds, among other securities. Financial planning is included with investment management at no additional charge.
Assets Under Management$40M
Clients40
Advisors1
Avg. per Client$990K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of the client’s financial circumstances, among others.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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