Michael David Mohlman

San Blas Advisory, INC.

26 Years of Experience

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Firm Information

San Blas Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

446 clients

Average Client Portfolio

$300K average

Assets Under Management

$133.7M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2.0M - $5.0M	1.50%
$5.0M - $10.0M	1.25%
$10M+	1.00%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:Up to $15,000

Hourly Rate:Up to $200/hr

The firm charges an annual fee based on assets under management, as detailed in the fee table. Fees are negotiable. Hourly financial planning and consulting are available at a maximum of $200/hour, also negotiable. Comprehensive financial planning has a maximum fee of $15,000, while limited financial planning is billed at a maximum of $200/hour. There is currently no minimum account size.

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Areas of Practice

Financial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners

Advisor Information

Office location

200 East Main Street, STE 530, Fort Wayne, IN, 46802

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Regulatory History (1)

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Employment Separation After Allegations

July 2001

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Other Business Activities

Michael is involved with Mohlman Wealth Management since 2017 at the reported business location. He also assists clients with asset allocation of their charitable funds through Fidelity Charitable since 2022 and receives no compensation for this activity.