Sharon Treiser is a registered investment advisor at Manning & Napier Advisors, LLC, based in Naples, FL, with 35 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,469 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Manning & Napier Advisors offers several investment strategies with varying fees. Here's a summary of some of the options:
- Objectives-Based Strategies and Core US Equity: 1.35% on the first $1,000,000, decreasing to 1.00%, 0.85%, and 0.70% for higher amounts. Minimum account size is $100,000 (Conservative Growth requires $200,000), with a $1,500 minimum annual fee.
- Strategic Income Objective: 1.05% under $2,000,000, decreasing to 0.95% and 0.90% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
- Managed ETF Portfolio (MEP): 0.90% under $500,000, decreasing to 0.75% and 0.65% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
- Disciplined Value Objective: 0.75% on the first $2,000,000, decreasing to 0.65%, 0.55%, and 0.50% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
Fixed income strategies have different fee structures and minimums.
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharon is a board member of the Naples Woman's Club, involved in charitable activities and scholarships. She spends minimal time per month reviewing the asset allocation of their funds.
Employment History
Current Registrations
Manning & Napier Advisors, LLC
Previous Registrations
Manning & Napier Investor Services, INC.Broker
J.P. Morgan Securities LLCBroker
PNC Investments
PNC InvestmentsBroker
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
Mbsc, LLC
Mbsc, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Hbk Sorce Advisory LLC
Cap Pro Brokerage Services, INC.Broker
Securities America, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Heritage Investment Securities INC.Broker
Newhard, Cook & CO. IncorporatedBroker
E. F. Hutton & Company INCBroker
Wall Street Capital CorporationBroker
State Registrations3 states
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