Money Managers, Inc. provides investment advice tailored to individual client needs. Services include discretionary portfolio management, financial planning, and wealth management, which combines both. They may invest client assets in model portfolios with varying risk tolerances. Pension consulting services are also offered to employee benefit plans. Clients may limit discretionary authority by providing written restrictions.
Assets Under Management$120M
Clients346
Advisors3
Avg. per Client$360K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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