Mikel Wealth Management offers investment management services tailored to each client's financial situation, goals, and risk tolerance. The firm develops investment strategies, establishes personal investment policies, and provides asset allocation and selection. In addition to investment management, Mikel Wealth Management offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. These services may be provided on a one-time or ongoing basis.
Assets Under Management$23M
Clients98
Advisors1
Avg. per Client$230K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiated for amounts above $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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