Mende Financial Council offers wealth management services that combine investment management and financial planning. Mende Financial Council works with clients to establish financial goals and values, then creates a personalized investment plan with an asset allocation target. Mende Financial Council primarily advises on stocks, bonds, mutual funds, and ETFs. Clients grant Mende Financial Council authority to buy and sell securities on a discretionary basis. Mende Financial Council may recommend third-party investment advisors.
Assets Under Management$5.1M
Clients12
Advisors1
Avg. per Client$420K
Avg. per Advisor$5.1M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable. If MFC utilizes an Outside Manager, the combined fee charged to the Client will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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