MINDFUL WEALTH builds custom financial and investment plans. We provide a forum for thoughtful decision-making and aim to lessen the emotional burden of managing your wealth.
Our annual fee for asset management (ranging from 1% to .50%) is paid directly from your investment accounts on a quarterly basis.
We don't have a defined minimum for new clients, but will evaluate each potential relationship based on our ability to add value.
|Annual Fee||Household Value|
|1.00%||$1 - $1,000,000|
|0.90%||$1,000,001 - $2,000,000|
|0.80%||$2,000,001 - $3,000,000|
|0.70%||$3,000,001 - $4,000,000|
|0.60%||$4,000,001 - $5,000,000|
|0.50%||$5,000,001 and above|
Fees are calculated based on the quarter-end total.
We are a proud member of The BAM ALLIANCE, headquartered in St. Louis, MO. This means institutional quality fixed income management, investment policy committee resources, and specialized expertise in more than a dozen subject matter expertise areas are always at our fingertips. I've known the BAM community for many years and am excited to provide this resource for the benefit of our clients.
We are also a proud member of the XY Planning Network—an independent network of financial planners and investment advisors. Their primary mission is to give financial services a long awaited rebirth and provide scalable, virtual, and retainer-based service options to Gen-X and Gen-Y. We are pleased to play a role in our industry's rebirth.
Charles Schwab and TD Ameritrade Institutional are our primary custodians for client assets. Your money resides in accounts held under your name, and you provide authorization under a limited power of attorney for us to build your portfolio and deduct our fees.