Disclosure

Cancel at any time. After the free trial period, your account will be debited the normal monthly pricing per Mudani’s fee schedule (please reference plans & pricing page). Please send an email to support@mudani.com with any questions or concerns.

First 3 Months FREE! Start Your Mudani Membership Today & Get Invested.

Contact Us

If You Have Any Questions,
Feel Free to Reach Out.




support@mudani.com

Thank you for your question.

Our team will get back to you in 24-48 hours.

Sorry we could not submit your question.

FAQs

  • What is a Robo-advisor?
    Robo-advisors are a class of financial advisors that provide investment advice or investment management online with moderate to minimal human intervention. They provide digital financial advice based on mathematical rules or algorithms. At Mudani, your portfolios are reviewed & triple checked ​by a team of (human) specialists after the robo algorithm determines the best fit.
  • You’re probably a good candidate for Mudani if:
    • You don’t have much money to invest yet — robo-advisors typically have low or low account minimums. Mudani offers low cost and no minimums for both digital plans.
    • You want to save for retirement but aren’t sure where to begin.
    • You want to benefit from stock market returns but don’t have a lot of knowledge how to invest.
    • You have a lump sum of cash sitting in your checking/savings account that could/should be invested to meet the future financial goals in your life.
    • You’re a high-net worth person(s) but don’t trust the blood sucking big banks anymore and their BS high fee structures. Oh, and you’re also tired of dealing with their ancient technology. Trust us,we know ;)
  • What types of accounts can I open with Mudani?
    We support the following account types:
    • Individual accounts
    • Joint accounts
    • Roth IRA
    • Traditional IRA
    • SEP IRA (single participant only)
    • Trust accounts (Mudani PWM only)
    • Custodial/UTMA accounts (Mudani PWM only)
  • Is Mudani a regulated financial institution?
    Mudani is an ​SEC​ Registered Investment Advisor, regulated by ​FINRA​ and the ​SEC​.
  • Is my money safe with Mudani?
    • Our ​custodian​, ​Interactive Brokers LLC​ is a member of the Securities Investor Protection Corporation (SIPC). The securities in your account are protected up to $500,000 through ​SIPC including $250,000 for cash.
    • If Mudani were to ever go public or be acquired, you would maintain full control of your brokerage account. All the securities in your Mudani portfolio are owned by you; you would be free to add, withdraw or transfer your funds at any time.
    • n the unlikely event that Mudani were to shut down, your money would remain safe, and you would simply choose a new home for it. Mudani’s corporate funds are completely segregated from customer-owned funds at all times.
  • Transactions -- Deposits and Withdrawals
    • Deposits are typically automatically invested within 2 business days into your portfolio.
    • Withdrawals typically take 5 business days to reach your linked checking account, which includes trade settlement and transfer through the ACH network back to your bank.
    • Any time there is a transaction in your Mudani account (deposit, withdrawal, or change in your portfolio), we buy and sell shares on your behalf in the proper amounts. Mudani takes care of all the trading for you​. We also trade in order to rebalance your account when your portfolio deviates away from your desired target allocation.
    • Traditional IRA
    • SEP IRA (single participant only)
    • Trust accounts (Mudani PWM only)
    • Custodial/UTMA accounts (Mudani PWM only)
  • What does Mudani cost?

    Our mission to provide a high-end service at an affordable price is threaded through everything we do. We offer a choice of 3 plans that fit a wide range of needs:

    • Our Mudani Digital Plan is offered at a price of $9.99 per month up to $50,000. Total account values greater than $50,000 are then converted to our AUM model and charged at a flat fee of 0.25% AUM per year. No min!
    • Our Mudani Digital + Plan - Our most popular plan is offered at $19.99 per month up to $50,000. Total account values greater than $50,000 are then converted to our AUM model and charged a flat fee of 0.45% AUM per year. No min!
    • Our Mudani PWM Plan - Our private wealth management plan is simple. We charge a flat rate of 1% AUM per year for balances of $200,000 up to $1,000,000. If your balance is greater than $1,000,000, the flat rate is dropped to 0.75% AUM per year! This plan is designed for fast-growing earners & accredited investors who want the classic customized service similar to big banks without the barrier of entry of ultra-high minimums (think: $10M just to get an appointment at Goldman). This plan has a $200,000 min.
    • Example

      AUM = Assets Under Managemen

      1. AUM fee % is based on a per year basis, charged monthly.
        *For example, if your total account value is $60,000 and enrolled in Mudani Digital Plan, your management fee would be $60,000 x 0.25 = $150 a year / 12 months = $12.50 per month ;)
      2. AUM fee % is based on a per year basis, charged monthly.
        *For example, if your total account value is $60,000 and enrolled in Mudani Digital + Plan, your management fee would be $60,000 x 0.45 = $270 a year / 12 months = $22.50 per month ;)

Mudani

Capital

Mudani

Capital

Mudani Capital LLC is an SEC Registered Investment Advisor. For more information please view our SEC firm summary at https://adviserinfo.sec.gov/firm/summary/309517. Securities offered through Marsco Investment Corporation (“Marsco”), which serves as a fully disclosed introducing broker to Interactive Brokers. Interactive Brokers is the execution broker, clearing broker, and custodian. For more information about Marsco, please visit https://brokercheck.finra.org/firm/summary/18483. For more information about Interactive Brokers, please visit https://www.interactivebrokers.com/en/home.php. The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

Copyright © 2020 Mudani Capital LLC | All rights reserved