Mendoza Private Wealth offers investment advisory and financial planning services. They manage portfolios on a discretionary basis, using a tactical allocation strategy. They may recommend redistributing investments to diversify the portfolio, specific stocks to increase sector weighting or dividend potential, and cash positions as a hedge against market movement. They also evaluate retirement plans and provide recommendations to plan sponsors. In addition, Mendoza Private Wealth may refer clients to unaffiliated money managers or investment advisors.
Assets Under Management$100M
Clients53
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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