Mendel Money Management provides investment advice and manages investment portfolios for individuals, retirement plans, trusts, and corporations. Mendel Money Management creates investment strategies based on clients' individual needs and goals. Mendel Money Management also offers financial planning services covering areas like retirement, estate, tax, and education planning. Clients can choose to have Mendel Money Management make investment decisions for them or approve each trade before it's made.
Assets Under Management$300M
Clients218
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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