Mendlstein Capital Holdings is a registered investment advisor providing personalized portfolio management and financial planning services. For portfolio management, Mendlstein Capital Holdings creates customized investment portfolios primarily using exchange-traded funds, individual stocks, and bonds, operating on a non-discretionary basis so clients approve all trades. Financial planning services are available on a comprehensive or modular basis, covering areas such as retirement planning, tax strategies, estate planning, insurance reviews, and cash flow analysis. Mendlstein Capital Holdings also offers project-based consulting for specific financial questions. The firm tailors its services to individual goals and allows clients to place restrictions on their investments. Mendlstein Capital Holdings is privately held and managed by Attila Mendli.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Foundation tier charges $99/month plus a one-time $249 strategy fee, subject to a 2% annual fee cap. Signature, Private Wealth, and Legacy tiers charge annual percentage fees billed quarterly in advance plus one-time strategy fees ranging from $999 to $5,000.