Mindful Millions Management Pllc

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Assets Under Management

Number of Clients

Not reported

Number of Advisors

Average Client AUM

N/A

AUM per Advisor

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Cristina Perez, through Mindful Millions Management, offers fee-only financial planning on an annual and longer-term basis, with hourly consultations for existing clients. Investment management services are available for clients with investable portfolios over $250,000.

Fee Structure

Minimum Investment:$250K

Mindful Millions Management offers ongoing investment management services for clients with portfolios over $250,000. Hourly consultations are available for existing clients. Cristina Perez also works at Nectarine, offering one-hour fee-only planning sessions and eight-week engagements.

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Areas of Practice

Financial Planning & CoachingInvestment Management

Location

AZ, United States

1 Advisors at this firm

CFP