ClearMind Capital (CMC) offers investment management and financial planning services. CMC develops investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. CMC offers ongoing financial planning, ongoing investment management with financial planning, and initial comprehensive financial planning.
Assets Under Management$14M
Clients25
Advisors2
Avg. per Client$560K
Avg. per Advisor$7M
Fee Structure
Planning is included in investment management (also available separately)
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. If ClearMind Capital utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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