Mindoro Capital Partners provides wealth management solutions to high-net-worth individuals, families, trusts, estates, businesses, and charitable foundations. Services include financial planning, investment management, family governance, succession planning, and consolidated reporting. Mindoro works with clients to identify their investment goals, risk tolerance, and financial situation to develop a customized investment approach, often utilizing unaffiliated money managers.
Fee Structure
Mindoro Capital Partners charges a quarterly fee, paid in advance, based on the value of your investments. The annual fee ranges from 0.45% to 1.00% of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. A platform fee of up to 0.05% annually may be charged for aggregation and reporting services. Certain clients may be offered a fixed fee or a performance-based fee arrangement.