Mechanical Financial, LLC offers wealth management services focusing on putting clients' best interests first. Services include investment management, estate/legacy consulting, and financial planning. Mechanical Financial primarily uses exchange-traded funds, mutual funds, individual debt and equity securities, real estate investment trusts, and options to manage client investments. Clients can engage Mechanical Financial to manage all or a portion of their assets on a discretionary basis.
Assets Under Management$90K
Clients6
Advisors1
Avg. per Client$15K
Avg. per Advisor$90K
Fee Structure
Planning is charged separately
Minimum Annual Fee:$120
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30K | 4.00% |
| $30K - $100K | 1.00% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.60% |
Fees are negotiable. Minimum annual fee of $120.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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