Mindful Millions Management is a registered investment advisor based in Phoenix, Arizona, owned and operated by Cristina Perez. The firm offers personalized financial planning and investment management services tailored to each client's unique goals and values. The advisory approach is built around a comprehensive seven-step financial planning process covering investments, taxes, insurance, estate planning, and retirement income. Mindful Millions Management works with clients across various life stages and portfolio sizes, utilizing low-cost index-based exchange-traded funds and mutual funds to build diversified portfolios. In addition to ongoing portfolio management and financial planning, the firm offers hourly consultations, customized project-based plans, educational workshops, and a subscription-based financial software tool. The firm emphasizes client education and transparency, helping clients understand how their portfolios work while maintaining a collaborative relationship.
Fee Structure
Mindful Millions Management offers investment management services bundled with financial planning, with fee structures determined by the value of your portfolio and your household income. The firm does not publish a standard percentage-based fee schedule in the brochure for investment management, but fees are established during the initial consultation based on your portfolio size and financial planning needs. Portfolio management fees are deducted directly from your account on a quarterly basis through the firm's custodian, Altruist.