Mindset Wealth Management provides ongoing investment management and financial planning to individuals, families, and other clients. Mindset selects investments based on your risk tolerance and goals, using various investment types including stocks, bonds, and mutual funds. Financial planning is included in the investment management fees.
Assets Under Management$450M
Clients277
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Mindset Wealth Management's annual fee for investment management, which includes financial planning, is based on the value of your investments. The fee can be up to 1.5% annually, charged quarterly in advance, based on the value of your account at the beginning of each quarter. The exact fee is specified in your advisory agreement and may include a minimum annual fee.
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