WM
WM

Wendee Maniago

18 Years of Experience
Fishers, IN

Wendee Maniago is a registered investment advisor at Rasp Wealth Solutions, LLC, based in Fishers, IN, with 18 years of industry experience. Wendee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 67 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$103.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1.0M - $10.0M1.00%
$10M+1.00%

Fees negotiable for accounts over $10,000,000. The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.

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

Fishers, IN

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Wendee is involved with Maniago Enterprises, LLC, her husband's house flipping business. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Rasp Wealth Solutions, LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - October 2023 · 14 yrs 9 mos
UBS Financial Services INC.Broker
January 2009 - October 2023 · 14 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - January 2009 · 11 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
October 2007 - January 2008 · 3 mos
State Registrations1 state
IN
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.