Mindie Molina Investments (MMIL) provides ongoing portfolio management services based on your individual goals, risk tolerance, and time horizon. MMIL creates a plan to help select a portfolio that matches your specific situation. MMIL generally limits its investment advice to fixed income securities, equities, and ETFs. MMIL may direct clients to third-party investment advisors to manage all or a portion of the client's assets.
Assets Under Management$6M
Clients43
Advisors1
Avg. per Client$140K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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