Mynad LLC offers ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. Mynad LLC primarily recommends equities, but may also use fixed income securities, ETFs, and non-U.S. securities to diversify portfolios. Mynad LLC requires discretionary authority to make trades without prior client permission.
Assets Under Management$91M
Clients25
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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