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.

Fast Forward to Retirement

We make it easy to open a Traditional, Roth or SEP IRA. And you don’t have to be a Wall Street whiz to manage it. We’ll recommend a tailored-fit portfolio after you answer our risk-based retirement questionnaire.

Start planning for those once a day golf outings now. You’ll be all smiles later.

Account types that you can open:

Roth IRA

You contribute after-tax dollars today, and your withdrawals in retirement are tax free

Traditional IRA

You contribution may be tax-deductible today, and your money grows tax-differed until withdrawn in retirement.

SEP IRA

If you have self-employment income, this option might let you contribute more than a Roth or Traditional IRA

FORWARD your 401(k) or IRA to Mudani

Quit your job and don’t know what to do with your 401K check? Have an existing IRA? Roll it over to Mudani and we’ll manage it FREE for the first 3 months! (Funding min of $5,000).

Tell me more

Mudani offers flexible plans for Traditional IRA’s, ROTH IRA’s, Rollover IRA’s, & 401(K) Rollovers. Reduced fee IRA accounts (0.20% AUM) are included in the Mudani Digital+ and Mudani PWM plans. If Mudani Digital subscribers would like to open or add an IRA account, they will have the normal 0.25% AUM fee.

See your Fee
0.25% AUM / year for mudani digital 0.20% AUM / year for mudani digital+ & mudani pwm.

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.

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