Overview
- Headquarters
- North Miami, FL
- Total Firm Assets
- $101 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: MENDOZA PRIVATE WEALTH BROCHURE (2026-09-22) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $2,000,000 | 1.20% |
| $2,000,001 | $3,000,000 | 1.10% |
| $3,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.90% |
| $10,000,001 | $20,000,000 | 0.80% |
| $20,000,001 | and above | 0.70% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,500 | 1.35% |
| $5 million | $56,500 | 1.13% |
| $10 million | $101,500 | 1.02% |
| $50 million | $391,500 | 0.78% |
| $100 million | $741,500 | 0.74% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 92.84%
- Number of High-Net-Worth Clients
- 35
- Total Client Accounts
- 171
- Discretionary Accounts
- 164
- Non-Discretionary Accounts
- 7
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 329126
- MENDOZA PRIVATE WEALTH BROCHURE (2026-09-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗