Mentor Capital Management Inc.

Mentor Capital Management Inc. is an independent, fee-only financial planning and investment advisory firm established in 1992. The firm is based in Chicago, Illinois, and is governed by the laws of the state. The owner of the firm is Daniel B. Carey, CFP. Mentor Capital Management Inc. specializes in providing ongoing research and analysis related to taxation of investments, review of specific investment products, and other factors affecting clients' investments and financial planning. The firm offers services such as wealth management, investment planning, portfolio reviews, risk assessment, income tax planning, education planning, and estate planning. Clients of Mentor Capital Management Inc. can expect personalized financial planning services tailored to their specific needs. The firm charges fees based on a flat fee structure or an asset-based fee, depending on the complexity of the client's financial situation. Mentor Capital Management Inc. exercises investment discretion over client accounts, allowing for trades to be made without explicit client approval for the purpose of rebalancing portfolios. The firm does not accept performance-based fees and manages client assets with a focus on fundamental analysis and asset allocation strategies. Mentor Capital Management Inc. does not have any disciplinary history, and its financial professionals are compensated solely by client fees. Clients can contact the firm for additional information or to request a copy of the Client Relationship Summary. The primary contact person at Mentor Capital Management Inc. is Daniel B. Carey, CFP, who can address any concerns or questions clients may have about their financial planning and investment management services.