ClearMind Capital is a registered investment advisor located in Columbus, Ohio. The firm offers continuous investment management, ongoing financial planning, and comprehensive initial planning engagements tailored to individuals and families. ClearMind Capital builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by modern portfolio theory and fundamental analysis. In addition to personal wealth management, ClearMind Capital provides retirement plan advisory services to help employers structure and oversee company retirement plans. The team includes professionals holding credentials such as the Certified Financial Planner designation, Chartered Financial Consultant, and Chartered Life Underwriter.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.35% |
Fees are negotiable. Household accounts may be aggregated.