Janel Manella is a CFP-designated registered investment advisor at Co-Missions Financial Planning, based in Cherry Hill, NJ, with 18 years of industry experience. Janel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 9 more. Their firm serves 17 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Rates shown are for investment management without a financial planning agreement. A discounted bifurcated schedule is available when combined with a financial planning agreement (ranging from 0.90% down to 0.20%). Fees may be negotiable.
Fee Estimator
Location
Cherry Hill, NJ
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Co-Missions Financial Planning
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wachovia Securities, LLC
State Registrations1 state
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
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