A complete list of active advisors currently associated with Mifel Wealth

Warmer can help you find a great advisor at Mifel Wealth or one who fits your needs even better.

Mifel Capital Partners LLC provides investment management and financial planning to a range of clients, including individuals (from retail to high-net-worth), trusts, estates, charitable organizations, and corporations, delivered through direct advisory relationships and an integrated digital platform. The firm is newly registered with the SEC and, as of the brochure date, reports no assets under management. For clients on its digital platform, Mifel Capital uses a client questionnaire and an algorithm maintained under a sub-advisory agreement to recommend model portfolios constructed largely from ETFs and UCITS ETFs via BlackRock’s Model Portfolio Solutions; it also offers personalized discretionary and non-discretionary portfolio management outside the platform. The firm operates a multi-custodian model but requires platform users to use a specified custodian, permits margin trading, and discloses reliance on algorithmic recommendations and monitoring for concentration risk. Distinctive elements of Mifel Capital’s profile include ownership ties to Grupo Financiero Mifel and a referral arrangement with Banca Mifel, which create an atypical connection to a banking organization for a firm in this category, and its explicit use of external advisers and model providers as part of the investment process. The firm also notes that it does not act as a private fund adviser and has not yet accumulated client assets, distinguishing its current regulatory and operational posture from many peers.

To learn more about the advisors currently working at Mifel Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.