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Michael Manion

41 Years of Experience
Indianapolis, IN

Michael Manion is a registered investment advisor at Woodley Farra, based in Indianapolis, IN, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,529 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,529 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.50%

All advisory fees are negotiable between the Firm and a client.

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

8555 North River Road, Suite 400, Indianapolis, IN, 46240

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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
Woodley Farra
April 1999 - Present · 27 yrs 1 mo
Previous Registrations
M.W. Manion Investment Counsel, INC.
April 2005 - December 2006 · 1 yr 8 mos
M.W. Manion Investment Counsel, INC.
September 1984 - December 2004 · 20 yrs 3 mos
State Registrations2 states
INTX
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.
Michael Manion - Financial Advisor | TrueAdvisor