Pricing
Our pricing is honest, affordable, & changing the industry.
At Mindful, we believe that any costs you pay for our financial guidance and wealth management should be honest and affordable. Technology has made too many strides in recent years for people to still pay traditional advisor fees of 1% or more.
0.5%
We charge a simple .50% on your assets that we manage.
Those who invest less than $300,000 with Mindful Financial pay a supplemental planning fee of $100 to $50 per month, depending upon investment level. Please see the Our Fees page for complete pricing information.
1.02%
The average advisor charges 1.02% for a $1.0M investment. (source)
1.02% is the average investment management fee charged to a client who invests $1.0M with a financial advisor, according to 2023 study of firms. SOURCE: ADVISORY HQ
These small percentages really add up over time.
If you invest $1,000,000 and earn 8% (before fees are taken out), after 10 years choosing Mindful over the average advisor could be worth $97,000.