Mindful Investing LLC offers investment advice to individuals, high net worth individuals, and private non-financial institutions through separately managed accounts. They help clients set up brokerage accounts, suggest asset allocation, and provide instructions for portfolio review and rebalancing. Mindful Investing prefers accounts with at least $300,000, but may accept smaller accounts.
Assets Under Management$8.5M
Clients2
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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