JM
CFA
JM
CFA

J. Manley

12 Years of Experience
Far Hills, NJ

J. Manley is a CFA-designated registered investment advisor at Manley Capital Management, LLC, based in Far Hills, NJ, with 12 years of industry experience. J. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 48 clients with $33M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
48 clients
Average Client Portfolio
$679K average
Assets Under Management
$32.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Investment management fee may be adjusted in certain instances, in agreement between Manley Capital and the client.

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

Far Hills, NJ

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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
Manley Capital Management, LLC
June 2013 - Present · 12 yrs 11 mos
State Registrations2 states
NJTX
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.