THE MENTZER GROUP, LLC

Overview

The Mentzer Group, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm positions itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selects outside advisers when appropriate. Its client base spans individual and family clients as well as institutional relationships. Fee arrangements include percentage-of-AUM charging, hourly fees and other fee structures. Investment activity emphasizes public equities and exchange-traded instruments, with a clear tilt toward liquid, exchange-listed exposure. The adviser reports that it is not an active ESG investor and is not a multi-state registered adviser. Services include advisory planning and coordination with insurance firms, reflecting an affiliation with an insurance company for select client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices