Mindful Millions Management provides financial planning as its core service, with optional investment management and consulting services available to financial planning clients. All clients must engage in financial planning services. For clients seeking investment advice without full asset management, Mindful Millions offers Investment Consulting on an hourly basis, providing portfolio reviews, risk assessments, and asset allocation guidance.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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