Money Managers INC
Assets Under Management
$123.2M
Number of Clients
346
Number of Advisors
3
Avg. Portfolio per Client
$356K
Avg. Managed per Advisor
$41.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location
15303 Huebner Rd., Bldg. 10, San Antonio, TX, 78248