Ivan Mendoza is a CFA, CFP, ChFC-designated registered investment advisor at Mendoza Private Wealth, based in Miami, FL, with 26 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 53 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.70% |
Fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Location
8333 NW 53rd Street, Suite 450, Miami, FL, 33166
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mendoza Private Wealth
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Saybrus Equity Services, INCBroker
Phoenix Equity Planning CorporationBroker
Phoenix Equity Planning CorporationBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.