Advisor at Mendoza Private Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mendoza Private Wealth
Location
Miami, FL 33166
Credentials
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Industry experience
26 years
Ivan Mendoza is a financial advisor at Mendoza Private Wealth in Miami, FL, with 26 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked previously at Wells Fargo Advisors Financial Network and Bernstein Global Wealth Management. Mendoza Private Wealth is an independent registered investment adviser managing approximately $101 million in client assets across individual and institutional clients. The firm provides discretionary, tactical portfolio management and financial planning services, including specialized fiduciary services for retirement plans.
Based on Mendoza Private Wealth
Based on Mendoza Private Wealth
Up to $30,000 per comprehensive financial plan, negotiable
$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+: 0.70%
$500 per hour, negotiable
Account minimum: $1,000,000
8333 Nw 53 Rd Street, Suite 450
Miami, FL 33166
Florida · Texas
Wells Fargo Advisors
2016 - 2024 (8 years)
Mendoza Private Wealth
2016 - Present (10 years)
Bernstein Global Wealth Management
2012 - 2016 (4 years)
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Other specialized services
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