Mindstate Capital offers investment management services based on a client's financial situation, goals, and risk tolerance. The firm analyzes investments, sets objectives, and implements a portfolio. Mindstate Capital has the authority to make trades without asking for permission first. Clients can set reasonable investment restrictions and are contacted annually to review their financial situation.
Assets Under Management$52M
Clients16
Advisors2
Avg. per Client$3.3M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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