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Manu (nmn)

20 Years of Experience
Santa Clarita, CA

Manu (nmn) is a registered investment advisor at Continuum Global Asset Management, LLC, based in Santa Clarita, CA, with 20 years of industry experience. Manu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 53 clients with $55M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
53 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$54.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $2.5M0.75%
$2.5M+0.75%

Fees are negotiable for accounts over $2,500,001. CGAM also offers a profit-based fee of 20% of profits for qualified clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Santa Clarita, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Continuum Global Asset Management, LLC
November 2005 - Present · 20 yrs 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.