Fees

Transparent fees. No commissions. No hidden incentives.

Mendenhall Capital Management, LLC (“MCM”) is a fee-only investment adviser.
The firm does not receive commissions, referral fees, or compensation from third parties in connection with advisory services.

Ongoing Investment Management Fees

MCM charges tiered advisory fees based on assets under management (“AUM”).
Fees are calculated daily based on the market value of assets under management and are billed monthly in arrears.

Financial Planning and Consulting Fees

MCM may provide financial planning or consulting services for a fixed, one-time fee. One-time consulting services and financial planning fees may vary depending on the scope and complexity of the engagement.

All planning and consulting fees are agreed upon in advance and documented in writing prior to the start of the engagement.

Other Fees and Expenses

Clients may incur additional fees charged by custodians, broker-dealers, mutual funds, ETFs, or other third-party providers. These may include:

  • Custodial and account maintenance fees

  • Brokerage commissions or transaction costs

  • Internal expenses of mutual funds and ETFs

  • Wire, transfer, or account service fees

These fees are separate from and in addition to MCM’s advisory fees.

Additional Information

Before any advisory relationship begins, clients receive full written disclosure of all fees and services, including the firm’s brochure and a written advisory agreement.

For additional details regarding our fee schedule, billing practices, and related disclosures, please refer to our disclosures page and review our Form ADV Part 2A or contact cole@mendenhallcapitalmanagement.com.