Mandarin Advisers
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About
Mandarin Advisers offers financial planning and investment advisory services, including portfolio management, retirement rollover and pension‑related guidance, and educational seminars and workshops. Its Form ADV lists individuals, trusts, estates and business entities as client types and notes the firm may recommend or coordinate with other professionals (attorneys, accountants, fund managers) for implementation.
The firm provides individualized advice through at least one initial meeting to establish goals and risk tolerance, may manage accounts on a discretionary basis with periodic rebalancing and daily monitoring, and employs a mix of fundamental, technical and cyclical analysis. Compensation options include percentage‑of‑AUM management as well as fee‑for‑service arrangements; the brochure also discloses hourly financial planning rates of $100–$250 per hour and modest fees for some portfolio workshops.
Distinctive features disclosed in the brochure include affiliations and outside business activities: the firm’s principal is licensed as an insurance agent and as a real‑estate broker‑associate, and the firm discloses that insurance and real‑estate transactions can generate commission income and that insurance‑related seminars (e.g., Medicare supplements, long‑term care, life insurance and annuities) are offered at no charge. The firm explicitly discusses potential conflicts around recommending rollovers to IRAs, states it selects or refers other advisers when appropriate, and offers portfolio workshops (up to $50 per attendee), all of which are less common among peers in this investment‑manager category.
Client services
Expertise
Fee options
Portfolio management minimum base fee $2,725 up to $250,000 account balance; Seminar/workshop fees $0-$50 per attendee
$0 - $250,000: Flat fee $2,725.00 $250,001 - $500,000: Base fee $2,725.00 plus 0.83% on amount over $250,000 $500,001 - $750,000: Base fee $4,800.00 plus 0.66% on amount over $500,000 $750,001 - $1,000,000: Base fee $6,450.00 plus 0.49% on amount over $750,000 $1,000,001 - $1,500,000: Base fee $7,675.00 plus 0.33% on amount over $1,000,000 $1,500,001 - $2,000,000: Base fee $9,325.00 plus 0.22% on amount over $1,500,000 $2,000,001+: Base fee $10,425.00 plus 0.11% on amount over $2,000,000
Financial Planning fees: $100.00-$250.00 per hour
Account minimum: No minimum (generally negotiable and may be waived at the firm's discretion) Minimum fee: Base fees starting at $2,725 for accounts up to $250,000 Fee-only: Portfolio management fees based on assets under management; financial planning hourly fees; seminar fees.
Main office
Naples FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Ari Schneider, Broker Associate, Mvp Realty · Mandarin Advisers · Mandarin Advisers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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