Mindful Capital Management is a registered investment advisor founded in 2026 and located in Decatur, Georgia. The firm is wholly owned by Elias J. McQuade, who holds the Chartered Financial Analyst designation. Mindful Capital Management provides personalized investment management on both discretionary and non-discretionary bases, asset allocation, portfolio construction, and comprehensive financial planning. Financial planning services cover retirement planning, cash flow, tax-efficient withdrawal strategies, Social Security, estate planning, education funding, insurance review, and divorce financial consulting. The firm also offers specialized fiduciary services for retirement plan sponsors. Mindful Capital Management operates on a fee-only basis, accepting no commissions or third-party payments, and tailors its investment strategies to each client's specific circumstances, goals, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable based on account size, complexity, anticipated growth, and related accounts.