Joshua Marans is a CFA-designated registered investment advisor at First Manhattan CO. LLC, based in New York, NY, with 18 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,294 clients with $38B 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 $3.0M | 1.20% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $30.0M | 0.80% |
| $30.0M - $40.0M | 0.70% |
| $40M+ | 0.60% |
Rates shown are for active equity accounts with breakpoints. Fixed income, passive equity/fixed income, and non-discretionary accounts have separate, lower fee schedules. Rates may be negotiated for portfolios exceeding $70 million.
Fee Estimator
Location
399 Park Avenue, New York, NY, 10022
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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
First Manhattan CO. LLC
First Manhattan Securities LLC
First Manhattan Securities LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Securities LLCBroker
State Registrations2 states
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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